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 | $89,939 | $49,897+80.2% | $80,648+11.5% | $75,177+19.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 16.84% | 34.68%-17.8pp | 937.21%-920.4pp | 160.75%-143.9pp |
| Employer contribution / active EE | $2,315 | $1,699+36.3% | $2,724-15.0% | $2,671-13.3% |
| Participant deferral / active EE | $5,399 | $2,992+80.4% | $4,443+21.5% | $4,126+30.8% |
| Admin fee / account holder | $2,512 | $3,579-29.8% | $5,382-53.3% | $5,651-55.5% |