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 | $145,604 | $118,488+22.9% | $98,462+47.9% | $139,487+4.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.91% | 18.96%-2.1pp | 21.17%-4.3pp | 373.84%-356.9pp |
| Employer contribution / active EE | $5,387 | $3,611+49.2% | $3,049+76.7% | $4,755+13.3% |
| Participant deferral / active EE | $10,428 | $5,393+93.4% | $4,738+120.1% | $6,713+55.3% |
| Admin fee / account holder | $48,858 | $13,868+252.3% | $8,875+450.5% | $11,407+328.3% |