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 | $153,292 | $93,598+63.8% | $135,974+12.7% | $75,173+103.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.78% | 30.89%-14.1pp | 68.30%-51.5pp | 160.72%-143.9pp |
| Employer contribution / active EE | $4,448 | $3,538+25.7% | $4,859-8.5% | $2,671+66.5% |
| Participant deferral / active EE | $12,329 | $6,405+92.5% | $7,760+58.9% | $4,126+198.8% |
| Admin fee / account holder | $1,356 | $6,978-80.6% | $10,767-87.4% | $5,651-76.0% |