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 | $90,815 | $46,599+94.9% | $64,101+41.7% | $75,173+20.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.42% | 26.06%-11.6pp | 33.72%-19.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $7,883 | $1,975+299.1% | $2,749+186.8% | $2,671+195.1% |
| Participant deferral / active EE | $5,769 | $2,837+103.4% | $3,881+48.7% | $4,126+39.8% |
| Admin fee / account holder | $1,942 | $2,956-34.3% | $3,070-36.8% | $5,651-65.6% |