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 | $94,299 | $58,275+61.8% | $81,844+15.2% | $80,935+16.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.89% | 41.82%-28.9pp | 778.87%-766.0pp | 35.66%-22.8pp |
| Employer contribution / active EE | $3,929 | $2,346+67.5% | $2,916+34.7% | $2,757+42.5% |
| Participant deferral / active EE | $6,418 | $3,285+95.4% | $4,323+48.4% | $4,299+49.3% |
| Admin fee / account holder | $14,946 | $4,749+214.7% | $7,355+103.2% | $6,924+115.8% |