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 | $96,582 | $93,346+3.5% | $71,796+34.5% | $273,972-64.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.59% | 130.39%-125.8pp | 78.04%-73.4pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,020 | $2,733-62.7% | $1,924-47.0% | $4,869-79.1% |
| Participant deferral / active EE | $4,918 | $3,475+41.5% | $2,794+76.0% | $5,287-7.0% |
| Admin fee / account holder | $12,041 | $6,571+83.3% | $4,815+150.1% | $10,133+18.8% |