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 | $99,512 | $81,262+22.5% | $155,602-36.0% | $80,911+23.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.02% | 33.34%-18.3pp | 64.81%-49.8pp | 35.63%-20.6pp |
| Employer contribution / active EE | $5,703 | $3,102+83.9% | $4,675+22.0% | $2,756+107.0% |
| Participant deferral / active EE | $6,038 | $3,451+74.9% | $5,629+7.3% | $4,297+40.5% |
| Admin fee / account holder | $4,977 | $7,992-37.7% | $15,923-68.7% | $6,935-28.2% |