Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $142,005 | $223,823-36.6% | $211,142-32.7% | $154,746-8.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.13% | 50.39%-35.3pp | 46.84%-31.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $17,179 | $6,787+153.1% | $6,442+166.7% | $4,379+292.3% |
| Participant deferral / active EE | $12,074 | $9,750+23.8% | $9,284+30.0% | $6,730+79.4% |
| Admin fee / account holder | $54,273 | $19,707+175.4% | $19,076+184.5% | $14,365+277.8% |