Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $99,217 | $101,778-2.5% | $164,975-39.9% | $80,925+22.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 45.06% | 16.73%+28.3pp | 70.12%-25.1pp | 35.65%+9.4pp |
| Employer contribution / active EE | $4,490 | $2,954+52.0% | $4,343+3.4% | $2,756+62.9% |
| Participant deferral / active EE | $10,346 | $4,477+131.1% | $6,033+71.5% | $4,299+140.7% |
| Admin fee / account holder | $1,446 | $8,221-82.4% | $12,688-88.6% | $6,940-79.2% |