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 | $108,154 | $69,252+56.2% | $64,099+68.7% | $139,456-22.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.68% | 45.89%-27.2pp | 33.70%-15.0pp | 373.45%-354.8pp |
| Employer contribution / active EE | $831 | $3,184-73.9% | $2,748-69.8% | $4,753-82.5% |
| Participant deferral / active EE | $1,055 | $4,683-77.5% | $3,881-72.8% | $6,711-84.3% |
| Admin fee / account holder | $17,584 | $4,248+314.0% | $3,070+472.7% | $11,407+54.1% |