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 | $112,743 | $93,598+20.5% | $135,974-17.1% | $75,173+50.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.25% | 30.89%-15.6pp | 68.30%-53.1pp | 160.72%-145.5pp |
| Employer contribution / active EE | $7,500 | $3,538+112.0% | $4,859+54.4% | $2,671+180.8% |
| Participant deferral / active EE | $7,853 | $6,405+22.6% | $7,760+1.2% | $4,126+90.3% |
| Admin fee / account holder | $5,979 | $6,978-14.3% | $10,767-44.5% | $5,651+5.8% |