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 | $110,911 | $77,908+42.4% | $149,696-25.9% | $75,173+47.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.73% | 31.73%-16.0pp | 134.46%-118.7pp | 160.72%-145.0pp |
| Employer contribution / active EE | $4,866 | $3,138+55.1% | $4,821+0.9% | $2,671+82.2% |
| Participant deferral / active EE | $5,443 | $3,411+59.6% | $5,682-4.2% | $4,126+31.9% |
| Admin fee / account holder | $14,012 | $5,950+135.5% | $13,212+6.1% | $5,651+148.0% |