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 | $83,305 | $208,088-60.0% | $186,193-55.3% | $154,746-46.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 9.98% | 89.97%-80.0pp | 78.03%-68.1pp | 172.34%-162.4pp |
| Employer contribution / active EE | $7,210 | $4,340+66.1% | $3,918+84.0% | $4,379+64.7% |
| Participant deferral / active EE | $2,200 | $7,078-68.9% | $6,513-66.2% | $6,730-67.3% |
| Admin fee / account holder | $5,521 | $11,698-52.8% | $11,058-50.1% | $14,365-61.6% |