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 | $97,117 | $91,179+6.5% | $178,499-45.6% | $79,852+21.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.38% | 24.19%-3.8pp | 151.10%-130.7pp | 31.72%-11.3pp |
| Employer contribution / active EE | $8,208 | $3,256+152.1% | $5,011+63.8% | $2,471+232.1% |
| Participant deferral / active EE | $7,028 | $3,236+117.2% | $5,202+35.1% | $3,740+87.9% |
| Admin fee / account holder | $3,258 | $6,749-51.7% | $13,986-76.7% | $5,306-38.6% |