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 | $91,874 | $61,815+48.6% | $97,295-5.6% | $80,959+13.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 14.62% | -558.73%+573.3pp | 75.62%-61.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $3,423 | $1,836+86.4% | $2,723+25.7% | $2,757+24.1% |
| Participant deferral / active EE | $9,179 | $3,027+203.2% | $4,264+115.3% | $4,300+113.4% |
| Admin fee / account holder | $2,030 | $5,166-60.7% | $5,646-64.1% | $6,925-70.7% |