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 | $158,763 | $81,358+95.1% | $155,556+2.1% | $80,959+96.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.39% | 33.39%-15.0pp | 64.84%-46.4pp | 35.67%-17.3pp |
| Employer contribution / active EE | $7,901 | $3,106+154.3% | $4,675+69.0% | $2,757+186.5% |
| Participant deferral / active EE | $5,370 | $3,455+55.4% | $5,631-4.6% | $4,300+24.9% |
| Admin fee / account holder | $315 | $7,994-96.1% | $15,885-98.0% | $6,925-95.4% |