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 | $108,262 | $85,766+26.2% | $136,298-20.6% | $70,126+54.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.70% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.4pp |
| Employer contribution / active EE | $5,028 | $2,966+69.5% | $4,696+7.1% | $2,343+114.6% |
| Participant deferral / active EE | $5,776 | $5,051+14.3% | $6,247-7.5% | $3,332+73.4% |
| Admin fee / account holder | $2,564 | $5,421-52.7% | $9,244-72.3% | $4,645-44.8% |