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 | $147,722 | $68,878+114.5% | $120,574+22.5% | $80,935+82.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 12.28% | 23.67%-11.4pp | 107.42%-95.1pp | 35.66%-23.4pp |
| Employer contribution / active EE | $12,331 | $2,065+497.2% | $3,471+255.3% | $2,757+347.3% |
| Participant deferral / active EE | $3,394 | $3,189+6.4% | $4,996-32.1% | $4,299-21.1% |
| Admin fee / account holder | $17,017 | $5,782+194.3% | $9,445+80.2% | $6,924+145.8% |