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 | $117,769 | $77,419+52.1% | $69,461+69.5% | $152,885-23.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.07% | 39.07%-21.0pp | 28.97%-10.9pp | 345.39%-327.3pp |
| Employer contribution / active EE | $4,217 | $3,315+27.2% | $2,779+51.7% | $4,763-11.5% |
| Participant deferral / active EE | $6,361 | $4,414+44.1% | $3,536+79.9% | $5,851+8.7% |
| Admin fee / account holder | $3,104 | $6,207-50.0% | $3,840-19.2% | $11,598-73.2% |