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 | $128,899 | $48,314+166.8% | $67,561+90.8% | $80,925+59.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.79% | 18.28%-4.5pp | 3525.44%-3511.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,789 | $2,022-11.5% | $2,735-34.6% | $2,756-35.1% |
| Participant deferral / active EE | $2,620 | $2,927-10.5% | $4,003-34.6% | $4,299-39.1% |
| Admin fee / account holder | $10,603 | $3,690+187.4% | $4,006+164.7% | $6,940+52.8% |