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 | $134,938 | $95,415+41.4% | $185,851-27.4% | $85,851+57.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.08% | 23.59%-7.5pp | 122.11%-106.0pp | 318.63%-302.6pp |
| Employer contribution / active EE | $6,085 | $3,314+83.6% | $5,168+17.7% | $2,565+137.2% |
| Participant deferral / active EE | $4,957 | $3,424+44.8% | $5,569-11.0% | $3,952+25.4% |
| Admin fee / account holder | $1,154 | $7,215-84.0% | $16,245-92.9% | $6,261-81.6% |