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 | $105,476 | $107,421-1.8% | $182,262-42.1% | $94,015+12.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 13.88% | 21.32%-7.4pp | 140.60%-126.7pp | 17.84%-4.0pp |
| Employer contribution / active EE | $7,701 | $3,448+123.4% | $5,046+52.6% | $2,790+176.0% |
| Participant deferral / active EE | $9,799 | $6,558+49.4% | $8,276+18.4% | $4,249+130.6% |
| Admin fee / account holder | $6,695 | $8,692-23.0% | $16,712-59.9% | $8,951-25.2% |