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 | $87,469 | $51,638+69.4% | $68,368+27.9% | $82,448+6.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.30% | 37.53%-22.2pp | 292.57%-277.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,643 | $2,047+78.0% | $2,649+37.5% | $2,551+42.8% |
| Participant deferral / active EE | $4,688 | $2,914+60.9% | $4,123+13.7% | $4,139+13.3% |
| Admin fee / account holder | $1,960 | $4,643-57.8% | $5,150-61.9% | $7,234-72.9% |