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 | $106,335 | $89,370+19.0% | $141,197-24.7% | $72,976+45.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.96% | 111.88%-90.9pp | 71.41%-50.4pp | 81.02%-60.1pp |
| Employer contribution / active EE | $3,874 | $3,115+24.4% | $4,736-18.2% | $2,440+58.8% |
| Participant deferral / active EE | $2,778 | $5,419-48.7% | $6,710-58.6% | $3,608-23.0% |
| Admin fee / account holder | $1,334 | $5,957-77.6% | $10,265-87.0% | $5,124-74.0% |