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 | $107,164 | $50,554+112.0% | $67,681+58.3% | $87,485+22.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 14.47% | 17.81%-3.3pp | 590.58%-576.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $8,077 | $1,988+306.2% | $2,678+201.6% | $2,596+211.1% |
| Participant deferral / active EE | $7,069 | $2,961+138.7% | $3,976+77.8% | $4,274+65.4% |
| Admin fee / account holder | $5,299 | $4,132+28.2% | $6,100-13.1% | $7,775-31.8% |