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 | $110,294 | $77,908+41.6% | $149,696-26.3% | $75,173+46.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.90% | 31.73%-14.8pp | 134.46%-117.6pp | 160.72%-143.8pp |
| Employer contribution / active EE | $3,903 | $3,138+24.4% | $4,821-19.0% | $2,671+46.1% |
| Participant deferral / active EE | $8,429 | $3,411+147.1% | $5,682+48.3% | $4,126+104.3% |
| Admin fee / account holder | $2,197 | $5,950-63.1% | $13,212-83.4% | $5,651-61.1% |