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 | $116,117 | $47,944+142.2% | $67,834+71.2% | $62,881+84.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 8.79% | 11.77%-3.0pp | 138.47%-129.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,669 | $1,562+134.9% | $2,403+52.7% | $2,281+60.9% |
| Participant deferral / active EE | $7,862 | $2,247+249.9% | $3,160+148.8% | $3,203+145.4% |
| Admin fee / account holder | $4,053 | $3,712+9.2% | $4,622-12.3% | $4,296-5.7% |