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 | $102,588 | $85,171+20.4% | $172,753-40.6% | $72,976+40.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.38% | 27.32%-10.9pp | 803.00%-786.6pp | 81.02%-64.6pp |
| Employer contribution / active EE | $1,917 | $3,324-42.3% | $5,144-62.7% | $2,440-21.5% |
| Participant deferral / active EE | $4,949 | $3,260+51.8% | $5,198-4.8% | $3,608+37.2% |
| Admin fee / account holder | $2,583 | $5,880-56.1% | $13,956-81.5% | $5,124-49.6% |