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 | $87,385 | $77,638+12.6% | $156,551-44.2% | $62,881+39.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.09% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,116 | $3,444-9.5% | $5,501-43.4% | $2,281+36.6% |
| Participant deferral / active EE | $7,913 | $3,046+159.8% | $4,871+62.5% | $3,203+147.1% |
| Admin fee / account holder | $31,669 | $5,561+469.4% | $13,028+143.1% | $4,296+637.2% |