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 | $120,179 | $118,875+1.1% | $96,572+24.4% | $167,553-28.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.59% | 50.50%-38.9pp | 37.79%-26.2pp | 478.89%-467.3pp |
| Employer contribution / active EE | $8,493 | $3,121+172.1% | $2,357+260.3% | $4,840+75.5% |
| Participant deferral / active EE | $3,086 | $4,617-33.2% | $3,850-19.8% | $6,343-51.3% |
| Admin fee / account holder | $9,939 | $8,070+23.2% | $6,183+60.7% | $12,316-19.3% |