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 | $91,698 | $78,690+16.5% | $161,489-43.2% | $87,485+4.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.94% | 32.74%-19.8pp | 89.72%-76.8pp | 26.06%-13.1pp |
| Employer contribution / active EE | $4,446 | $2,588+71.8% | $4,268+4.2% | $2,596+71.2% |
| Participant deferral / active EE | $6,804 | $3,311+105.5% | $5,630+20.9% | $4,274+59.2% |
| Admin fee / account holder | $23,798 | $6,724+254.0% | $16,006+48.7% | $7,775+206.1% |