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 | $129,904 | $85,766+51.5% | $136,298-4.7% | $70,126+85.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.13% | 31.46%-15.3pp | 5156.27%-5140.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $9,069 | $2,966+205.8% | $4,696+93.1% | $2,343+287.2% |
| Participant deferral / active EE | $8,655 | $5,051+71.3% | $6,247+38.5% | $3,332+159.8% |
| Admin fee / account holder | $2,780 | $5,421-48.7% | $9,244-69.9% | $4,645-40.1% |