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 | $121,922 | $77,908+56.5% | $149,696-18.6% | $75,173+62.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.46% | 31.73%-17.3pp | 134.46%-120.0pp | 160.72%-146.3pp |
| Employer contribution / active EE | $6,754 | $3,138+115.3% | $4,821+40.1% | $2,671+152.9% |
| Participant deferral / active EE | $6,749 | $3,411+97.9% | $5,682+18.8% | $4,126+63.6% |
| Admin fee / account holder | $920 | $5,950-84.5% | $13,212-93.0% | $5,651-83.7% |