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 | $98,778 | $78,423+26.0% | $95,964+2.9% | $79,856+23.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 11.36% | 19.37%-8.0pp | 91.64%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $6,621 | $1,945+240.4% | $2,541+160.5% | $2,471+167.9% |
| Participant deferral / active EE | $4,481 | $3,440+30.3% | $4,167+7.5% | $3,741+19.8% |
| Admin fee / account holder | $2,895 | $5,622-48.5% | $6,797-57.4% | $5,306-45.5% |