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 | $104,380 | $89,370+16.8% | $141,197-26.1% | $72,976+43.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.92% | 111.88%-92.0pp | 71.41%-51.5pp | 81.02%-61.1pp |
| Employer contribution / active EE | $1,725 | $3,115-44.6% | $4,736-63.6% | $2,440-29.3% |
| Participant deferral / active EE | $9,069 | $5,419+67.4% | $6,710+35.2% | $3,608+151.4% |
| Admin fee / account holder | $28,602 | $5,957+380.2% | $10,265+178.6% | $5,124+458.2% |