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 | $157,337 | $77,901+102.0% | $149,717+5.1% | $75,181+109.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.92% | 31.73%-16.8pp | 134.41%-119.5pp | 160.69%-145.8pp |
| Employer contribution / active EE | $10,254 | $3,137+226.8% | $4,820+112.8% | $2,671+284.0% |
| Participant deferral / active EE | $3,195 | $3,411-6.3% | $5,682-43.8% | $4,126-22.6% |
| Admin fee / account holder | $13,579 | $5,949+128.3% | $13,213+2.8% | $5,650+140.3% |