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 | $89,777 | $65,961+36.1% | $180,320-50.2% | $94,015-4.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 11.81% | 14.27%-2.5pp | 778.54%-766.7pp | 17.84%-6.0pp |
| Employer contribution / active EE | $5,469 | $1,737+214.7% | $4,108+33.1% | $2,790+96.0% |
| Participant deferral / active EE | $4,185 | $3,003+39.4% | $4,304-2.8% | $4,249-1.5% |
| Admin fee / account holder | $4,227 | $4,901-13.7% | $10,000-57.7% | $8,951-52.8% |