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 | $160,078 | $110,337+45.1% | $102,383+56.4% | $145,877+9.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.44% | 24.83%+5.6pp | 24.94%+5.5pp | 551.28%-520.8pp |
| Employer contribution / active EE | $5,520 | $4,216+30.9% | $3,870+42.6% | $4,663+18.4% |
| Participant deferral / active EE | $8,423 | $5,621+49.9% | $5,060+66.5% | $6,691+25.9% |
| Admin fee / account holder | $56,563 | $9,750+480.2% | $8,391+574.1% | $13,402+322.0% |