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 | $95,437 | $76,407+24.9% | $150,298-36.5% | $82,448+15.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 13.92% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $5,028 | $2,614+92.3% | $4,154+21.0% | $2,551+97.1% |
| Participant deferral / active EE | $5,836 | $3,214+81.6% | $5,453+7.0% | $4,139+41.0% |
| Admin fee / account holder | $10,695 | $6,352+68.4% | $14,116-24.2% | $7,234+47.8% |