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 | $154,325 | $81,358+89.7% | $155,556-0.8% | $80,959+90.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.50% | 33.39%-20.9pp | 64.84%-52.3pp | 35.67%-23.2pp |
| Employer contribution / active EE | $8,632 | $3,106+177.9% | $4,675+84.6% | $2,757+213.1% |
| Participant deferral / active EE | $4,819 | $3,455+39.5% | $5,631-14.4% | $4,300+12.1% |
| Admin fee / account holder | $4,813 | $7,994-39.8% | $15,885-69.7% | $6,925-30.5% |