Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,708 | $65,364+70.9% | $92,909+20.2% | $72,975+53.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.71% | 42.11%-17.4pp | 109.44%-84.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $5,210 | $2,594+100.8% | $3,653+42.6% | $2,440+113.5% |
| Participant deferral / active EE | $5,027 | $3,128+60.7% | $4,238+18.6% | $3,608+39.3% |
| Admin fee / account holder | $11,153 | $4,251+162.3% | $5,795+92.4% | $5,124+117.7% |