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 | $100,448 | $48,327+107.9% | $67,575+48.6% | $80,935+24.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.82% | 18.31%-3.5pp | 3528.98%-3514.2pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,325 | $2,022-34.5% | $2,736-51.6% | $2,757-51.9% |
| Participant deferral / active EE | $2,421 | $2,927-17.3% | $4,003-39.5% | $4,299-43.7% |
| Admin fee / account holder | $1,821 | $3,692-50.7% | $3,993-54.4% | $6,924-73.7% |