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 | $122,245 | $89,364+36.8% | $141,177-13.4% | $72,983+67.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.76% | 111.86%-89.1pp | 71.40%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $3,826 | $3,115+22.8% | $4,736-19.2% | $2,440+56.8% |
| Participant deferral / active EE | $9,051 | $5,419+67.0% | $6,710+34.9% | $3,608+150.9% |
| Admin fee / account holder | $3,654 | $5,959-38.7% | $10,263-64.4% | $5,124-28.7% |