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 | $124,655 | $73,978+68.5% | $96,515+29.2% | $75,173+65.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.45% | 26.72%-12.3pp | 35.73%-21.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $4,142 | $2,931+41.3% | $3,740+10.8% | $2,671+55.1% |
| Participant deferral / active EE | $6,326 | $3,660+72.8% | $4,880+29.6% | $4,126+53.3% |
| Admin fee / account holder | $2,668 | $5,219-48.9% | $6,735-60.4% | $5,651-52.8% |