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 | $81,112 | $84,236-3.7% | $170,435-52.4% | $70,126+15.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.51% | 23.06%-6.6pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $7,293 | $3,387+115.3% | $5,432+34.3% | $2,343+211.4% |
| Participant deferral / active EE | $3,918 | $3,086+27.0% | $4,939-20.7% | $3,332+17.6% |
| Admin fee / account holder | $3,671 | $5,698-35.6% | $13,881-73.6% | $4,645-21.0% |