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 | $94,199 | $51,631+82.4% | $129,397-27.2% | $80,925+16.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 11.15% | 20.77%-9.6pp | 9453.98%-9442.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $4,876 | $1,583+208.0% | $4,154+17.4% | $2,756+76.9% |
| Participant deferral / active EE | $6,553 | $2,670+145.5% | $4,167+57.3% | $4,299+52.5% |
| Admin fee / account holder | $3,991 | $4,309-7.4% | $7,679-48.0% | $6,940-42.5% |