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 | $99,314 | $47,479+109.2% | $62,929+57.8% | $82,448+20.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 11.75% | 20.34%-8.6pp | 1063.93%-1052.2pp | 41.64%-29.9pp |
| Employer contribution / active EE | $4,766 | $1,885+152.8% | $2,505+90.3% | $2,551+86.8% |
| Participant deferral / active EE | $6,866 | $2,870+139.2% | $3,888+76.6% | $4,139+65.9% |
| Admin fee / account holder | $35,904 | $3,804+843.9% | $5,065+608.9% | $7,234+396.3% |