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 | $116,869 | $118,877-1.7% | $96,570+21.0% | $167,536-30.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.50% | 50.50%-42.0pp | 37.79%-29.3pp | 478.82%-470.3pp |
| Employer contribution / active EE | $8,789 | $3,121+181.6% | $2,357+272.9% | $4,839+81.6% |
| Participant deferral / active EE | $4,134 | $4,617-10.5% | $3,849+7.4% | $6,342-34.8% |
| Admin fee / account holder | $80,101 | $8,069+892.7% | $6,182+1195.6% | $12,315+550.5% |