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 | $156,530 | $85,766+82.5% | $136,297+14.8% | $70,124+123.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.71% | 31.45%-13.7pp | 5156.19%-5138.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $13,158 | $2,966+343.6% | $4,696+180.2% | $2,342+461.7% |
| Participant deferral / active EE | $7,427 | $5,051+47.0% | $6,247+18.9% | $3,332+122.9% |
| Admin fee / account holder | $2,208 | $5,420-59.3% | $9,244-76.1% | $4,645-52.5% |