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 | $129,595 | $78,690+64.7% | $161,489-19.8% | $87,485+48.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 16.19% | 32.74%-16.6pp | 89.72%-73.5pp | 26.06%-9.9pp |
| Employer contribution / active EE | $9,650 | $2,588+272.8% | $4,268+126.1% | $2,596+271.7% |
| Participant deferral / active EE | $9,139 | $3,311+176.0% | $5,630+62.3% | $4,274+113.8% |
| Admin fee / account holder | $3,146 | $6,724-53.2% | $16,006-80.3% | $7,775-59.5% |