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 | $172,332 | $98,776+74.5% | $149,745+15.1% | $79,856+115.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 22.00% | 27.38%-5.4pp | 276.72%-254.7pp | 31.71%-9.7pp |
| Employer contribution / active EE | $4,020 | $3,217+25.0% | $4,646-13.5% | $2,471+62.7% |
| Participant deferral / active EE | $7,272 | $5,681+28.0% | $6,843+6.3% | $3,741+94.4% |
| Admin fee / account holder | $1,782 | $6,053-70.6% | $9,312-80.9% | $5,306-66.4% |