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 | $108,282 | $81,696+32.5% | $70,494+53.6% | $158,982-31.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.78% | 208.70%-193.9pp | 109.16%-94.4pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,860 | $3,220-42.2% | $2,738-32.1% | $4,763-61.0% |
| Participant deferral / active EE | $2,165 | $4,558-52.5% | $3,711-41.7% | $5,983-63.8% |
| Admin fee / account holder | $15,650 | $6,200+152.4% | $3,848+306.7% | $11,252+39.1% |