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 | $119,228 | $55,457+115.0% | $77,361+54.1% | $94,015+26.8% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 11.37% | 15.57%-4.2pp | 1011.54%-1000.2pp | 17.84%-6.5pp |
| Employer contribution / active EE | $1,308 | $2,255-42.0% | $2,990-56.3% | $2,790-53.1% |
| Participant deferral / active EE | $2,093 | $3,069-31.8% | $3,911-46.5% | $4,249-50.8% |
| Admin fee / account holder | $14,592 | $4,334+236.7% | $5,894+147.6% | $8,951+63.0% |