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 | $101,332 | $91,179+11.1% | $178,499-43.2% | $79,852+26.9% |
| Participation rate | 81.1% | 69.2%+11.9pp | 81.9%-0.8pp | 69.6%+11.5pp |
| Annual return | 11.89% | 24.19%-12.3pp | 151.10%-139.2pp | 31.72%-19.8pp |
| Employer contribution / active EE | $5,973 | $3,256+83.5% | $5,011+19.2% | $2,471+141.7% |
| Participant deferral / active EE | $2,196 | $3,236-32.1% | $5,202-57.8% | $3,740-41.3% |
| Admin fee / account holder | $358 | $6,749-94.7% | $13,986-97.4% | $5,306-93.3% |