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 | $167,312 | $106,749+56.7% | $145,433+15.0% | $82,448+102.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.34% | 27.59%-9.3pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $13,790 | $3,444+300.3% | $4,554+202.8% | $2,551+440.6% |
| Participant deferral / active EE | $13,084 | $6,519+100.7% | $7,897+65.7% | $4,139+216.1% |
| Admin fee / account holder | $908 | $8,390-89.2% | $13,129-93.1% | $7,234-87.4% |