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 | $94,413 | $91,179+3.5% | $178,499-47.1% | $79,852+18.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.85% | 24.19%-13.3pp | 151.10%-140.3pp | 31.72%-20.9pp |
| Employer contribution / active EE | $5,791 | $3,256+77.9% | $5,011+15.6% | $2,471+134.3% |
| Participant deferral / active EE | $3,700 | $3,236+14.3% | $5,202-28.9% | $3,740-1.1% |
| Admin fee / account holder | $2,544 | $6,749-62.3% | $13,986-81.8% | $5,306-52.1% |