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 | $100,740 | $93,346+7.9% | $71,796+40.3% | $273,972-63.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.24% | 130.39%-122.2pp | 78.04%-69.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,456 | $2,733+26.4% | $1,924+79.6% | $4,869-29.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,298 | $6,571-49.8% | $4,815-31.5% | $10,133-67.5% |