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 | $61,125+43.1% | $94,057-7.0% | $87,4850% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 15.30% | 35.20%-19.9pp | 480.62%-465.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $3,643 | $2,136+70.5% | $2,933+24.2% | $2,596+40.3% |
| Participant deferral / active EE | $4,688 | $3,260+43.8% | $4,709-0.5% | $4,274+9.7% |
| Admin fee / account holder | $1,960 | $5,629-65.2% | $7,244-72.9% | $7,775-74.8% |