Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $185,102 | $100,125+84.9% | $81,482+127.2% | $145,978+26.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.47% | 34.44%-15.0pp | 24.79%-5.3pp | 550.52%-531.1pp |
| Employer contribution / active EE | $2,824 | $2,977-5.2% | $2,463+14.7% | $4,662-39.4% |
| Participant deferral / active EE | $11,826 | $4,609+156.6% | $3,885+204.4% | $6,690+76.8% |
| Admin fee / account holder | $1,714 | $8,198-79.1% | $5,761-70.3% | $13,400-87.2% |