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 | $161,977 | $90,486+79.0% | $78,676+105.9% | $273,972-40.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.13% | 75.62%-71.5pp | 62.19%-58.1pp | 41.46%-37.3pp |
| Employer contribution / active EE | $6,943 | $3,175+118.7% | $2,850+143.6% | $4,869+42.6% |
| Participant deferral / active EE | $2,111 | $3,901-45.9% | $3,517-40.0% | $5,287-60.1% |
| Admin fee / account holder | $1,264 | $5,263-76.0% | $4,510-72.0% | $10,133-87.5% |