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 | $108,568 | $107,941+0.6% | $91,994+18.0% | $152,897-29.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.05% | 89.28%-68.2pp | 69.04%-48.0pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,671 | $4,212-60.3% | $3,453-51.6% | $4,764-64.9% |
| Participant deferral / active EE | $3,154 | $6,366-50.5% | $5,924-46.8% | $5,851-46.1% |
| Admin fee / account holder | $981 | $10,521-90.7% | $7,744-87.3% | $11,599-91.5% |