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 | $107,440 | $91,179+17.8% | $178,499-39.8% | $79,852+34.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.97% | 24.19%-5.2pp | 151.10%-132.1pp | 31.72%-12.8pp |
| Employer contribution / active EE | $8,302 | $3,256+155.0% | $5,011+65.7% | $2,471+235.9% |
| Participant deferral / active EE | $5,244 | $3,236+62.1% | $5,202+0.8% | $3,740+40.2% |
| Admin fee / account holder | $6,482 | $6,749-4.0% | $13,986-53.7% | $5,306+22.2% |