Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $185,511 | $145,431+27.6% | $211,142-12.1% | $87,485+112.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 21.74% | 27.21%-5.5pp | 46.84%-25.1pp | 26.06%-4.3pp |
| Employer contribution / active EE | $27,803 | $4,662+496.4% | $6,442+331.6% | $2,596+970.9% |
| Participant deferral / active EE | $20,577 | $6,859+200.0% | $9,284+121.6% | $4,274+381.5% |
| Admin fee / account holder | $369 | $17,052-97.8% | $19,076-98.1% | $7,775-95.3% |