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 | $116,379 | $62,672+85.7% | $185,117-37.1% | $70,126+66.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 14.31% | 40.79%-26.5pp | 40.50%-26.2pp | 73.15%-58.8pp |
| Employer contribution / active EE | $8,174 | $1,753+366.2% | $4,182+95.5% | $2,343+248.9% |
| Participant deferral / active EE | $4,981 | $3,272+52.3% | $5,045-1.3% | $3,332+49.5% |
| Admin fee / account holder | $2,160 | $3,932-45.1% | $8,159-73.5% | $4,645-53.5% |