Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $155,299 | $71,215+118.1% | $93,696+65.7% | $80,935+91.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.87% | 11.27%+1.6pp | 133.74%-120.9pp | 35.66%-22.8pp |
| Employer contribution / active EE | $3,872 | $1,565+147.4% | $2,422+59.9% | $2,757+40.5% |
| Participant deferral / active EE | $9,242 | $4,037+129.0% | $4,417+109.3% | $4,299+115.0% |
| Admin fee / account holder | $30,368 | $6,958+336.4% | $8,287+266.5% | $6,924+338.6% |