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 | $75,145 | $111,830-32.8% | $93,696-19.8% | $145,884-48.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.18% | 204.08%-189.9pp | 133.74%-119.6pp | 551.85%-537.7pp |
| Employer contribution / active EE | $11,068 | $3,093+257.8% | $2,422+357.0% | $4,662+137.4% |
| Participant deferral / active EE | $4,792 | $4,920-2.6% | $4,417+8.5% | $6,690-28.4% |
| Admin fee / account holder | $10,919 | $10,249+6.5% | $8,287+31.8% | $13,392-18.5% |