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 | $145,611 | $58,099+150.6% | $76,872+89.4% | $75,173+93.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.93% | 26.71%-6.8pp | 37.90%-18.0pp | 160.72%-140.8pp |
| Employer contribution / active EE | $12,590 | $1,996+530.9% | $2,533+397.0% | $2,671+371.4% |
| Participant deferral / active EE | $11,948 | $2,999+298.4% | $3,832+211.8% | $4,126+189.6% |
| Admin fee / account holder | $1,325 | $4,778-72.3% | $5,476-75.8% | $5,651-76.5% |