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 | $98,874 | $84,236+17.4% | $170,435-42.0% | $70,126+41.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.39% | 23.06%-8.7pp | 205.94%-191.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $2,594 | $3,387-23.4% | $5,432-52.3% | $2,343+10.7% |
| Participant deferral / active EE | $3,907 | $3,086+26.6% | $4,939-20.9% | $3,332+17.3% |
| Admin fee / account holder | $2,865 | $5,698-49.7% | $13,881-79.4% | $4,645-38.3% |