Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $99,715 | $77,358+28.9% | $102,184-2.4% | $87,485+14.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 17.59% | 41.11%-23.5pp | 31.58%-14.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $7,530 | $2,562+193.9% | $3,594+109.5% | $2,596+190.0% |
| Participant deferral / active EE | $15,756 | $6,753+133.3% | $8,309+89.6% | $4,274+268.7% |
| Admin fee / account holder | $31,557 | $6,809+363.5% | $11,609+171.8% | $7,775+305.9% |