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 | $95,873 | $884,045-89.2% | $453,569-78.9% | $167,518-42.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 7.61% | 29.49%-21.9pp | 64.43%-56.8pp | 478.71%-471.1pp |
| Employer contribution / active EE | $11,753 | $5,538+112.2% | $4,072+188.6% | $4,838+142.9% |
| Participant deferral / active EE | $8,386 | $7,898+6.2% | $6,211+35.0% | $6,342+32.2% |
| Admin fee / account holder | $42,515 | $22,063+92.7% | $11,214+279.1% | $12,312+245.3% |