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 | $103,890 | $90,486+14.8% | $78,676+32.0% | $273,972-62.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.02% | 75.62%-71.6pp | 62.19%-58.2pp | 41.46%-37.4pp |
| Employer contribution / active EE | $7,648 | $3,175+140.9% | $2,850+168.4% | $4,869+57.1% |
| Participant deferral / active EE | $7,090 | $3,901+81.7% | $3,517+101.6% | $5,287+34.1% |
| Admin fee / account holder | $8,027 | $5,263+52.5% | $4,510+78.0% | $10,133-20.8% |