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 | $97,204 | $93,598+3.9% | $135,974-28.5% | $75,173+29.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.39% | 30.89%-10.5pp | 68.30%-47.9pp | 160.72%-140.3pp |
| Employer contribution / active EE | $5,391 | $3,538+52.4% | $4,859+10.9% | $2,671+101.8% |
| Participant deferral / active EE | $5,891 | $6,405-8.0% | $7,760-24.1% | $4,126+42.8% |
| Admin fee / account holder | $1,679 | $6,978-75.9% | $10,767-84.4% | $5,651-70.3% |