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 | $115,502 | $98,776+16.9% | $149,745-22.9% | $79,856+44.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.25% | 27.38%-12.1pp | 276.72%-261.5pp | 31.71%-16.5pp |
| Employer contribution / active EE | $4,229 | $3,217+31.4% | $4,646-9.0% | $2,471+71.1% |
| Participant deferral / active EE | $11,806 | $5,681+107.8% | $6,843+72.5% | $3,741+215.6% |
| Admin fee / account holder | $6,123 | $6,053+1.2% | $9,312-34.2% | $5,306+15.4% |