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 | $103,114 | $57,352+79.8% | $83,831+23.0% | $64,173+60.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.82% | 11.38%-17.2pp | 850.99%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,352 | $2,546+31.7% | $3,631-7.7% | $2,381+40.8% |
| Participant deferral / active EE | $5,003 | $2,993+67.2% | $4,082+22.6% | $3,470+44.2% |
| Admin fee / account holder | $3,668 | $4,046-9.3% | $5,479-33.0% | $4,887-24.9% |