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 | $107,730 | $98,766+9.1% | $149,730-28.1% | $79,852+34.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.59% | 27.43%-11.8pp | 276.70%-261.1pp | 31.72%-16.1pp |
| Employer contribution / active EE | $6,279 | $3,217+95.2% | $4,645+35.2% | $2,471+154.1% |
| Participant deferral / active EE | $4,348 | $5,681-23.5% | $6,843-36.5% | $3,740+16.3% |
| Admin fee / account holder | $1,094 | $6,052-81.9% | $9,310-88.3% | $5,306-79.4% |