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 | $150,981 | $105,284+43.4% | $150,734+0.2% | $94,015+60.6% |
| Participation rate | 88.6% | 71.7%+16.8pp | 78.4%+10.1pp | 70.8%+17.8pp |
| Annual return | 12.11% | 15.67%-3.6pp | 600.81%-588.7pp | 17.84%-5.7pp |
| Employer contribution / active EE | $15,989 | $3,599+344.3% | $4,918+225.1% | $2,790+473.1% |
| Participant deferral / active EE | $2,404 | $4,274-43.8% | $5,610-57.1% | $4,249-43.4% |
| Admin fee / account holder | $4,227 | $9,839-57.0% | $14,905-71.6% | $8,951-52.8% |