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 | $105,947 | $69,274+52.9% | $64,097+65.3% | $139,487-24.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.54% | 46.00%-25.5pp | 33.75%-13.2pp | 373.84%-353.3pp |
| Employer contribution / active EE | $7,194 | $3,187+125.7% | $2,750+161.6% | $4,755+51.3% |
| Participant deferral / active EE | $8,177 | $4,685+74.5% | $3,881+110.7% | $6,713+21.8% |
| Admin fee / account holder | $435 | $4,247-89.8% | $3,070-85.8% | $11,407-96.2% |