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 | $128,975 | $58,848+119.2% | $88,179+46.3% | $82,637+56.1% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 16.20% | 22.76%-6.6pp | 64.97%-48.8pp | 53.51%-37.3pp |
| Employer contribution / active EE | $2,668 | $1,678+59.0% | $2,549+4.7% | $2,552+4.6% |
| Participant deferral / active EE | $5,772 | $3,124+84.8% | $4,614+25.1% | $4,126+39.9% |
| Admin fee / account holder | $2,103 | $4,795-56.1% | $7,673-72.6% | $7,339-71.3% |