Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,108 | $73,955+28.6% | $96,520-1.5% | $75,181+26.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 24.32% | 26.72%-2.4pp | 35.72%-11.4pp | 160.69%-136.4pp |
| Employer contribution / active EE | $4,086 | $2,930+39.5% | $3,739+9.3% | $2,671+53.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,194 | $5,217-19.6% | $6,733-37.7% | $5,650-25.8% |