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 | $140,693 | $124,346+13.1% | $111,306+26.4% | $167,553-16.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.12% | 37.46%-20.3pp | 54.67%-37.5pp | 478.89%-461.8pp |
| Employer contribution / active EE | $1,301 | $3,438-62.2% | $2,732-52.4% | $4,840-73.1% |
| Participant deferral / active EE | $10,116 | $5,182+95.2% | $4,488+125.4% | $6,343+59.5% |
| Admin fee / account holder | $5,448 | $10,623-48.7% | $7,966-31.6% | $12,316-55.8% |