Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $204,390 | $117,829+73.5% | $102,423+99.6% | $145,877+40.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.71% | 31.83%-20.1pp | 29.42%-17.7pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,042 | $3,615-15.8% | $3,023+0.6% | $4,663-34.8% |
| Participant deferral / active EE | $6,976 | $5,732+21.7% | $5,054+38.0% | $6,691+4.3% |
| Admin fee / account holder | $1,325 | $13,335-90.1% | $9,455-86.0% | $13,402-90.1% |