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 | $99,985 | $109,359-8.6% | $162,185-38.4% | $72,976+37.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 18.84% | 25.46%-6.6pp | 115.61%-96.8pp | 81.02%-62.2pp |
| Employer contribution / active EE | $5,316 | $3,907+36.1% | $5,613-5.3% | $2,440+117.9% |
| Participant deferral / active EE | $2,662 | $5,481-51.4% | $7,297-63.5% | $3,608-26.2% |
| Admin fee / account holder | $3,147 | $7,972-60.5% | $10,844-71.0% | $5,124-38.6% |