Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $96,907 | $93,589+3.5% | $135,942-28.7% | $75,181+28.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.58% | 30.90%-7.3pp | 68.28%-44.7pp | 160.69%-137.1pp |
| Employer contribution / active EE | $2,881 | $3,537-18.6% | $4,858-40.7% | $2,671+7.9% |
| Participant deferral / active EE | $11,069 | $6,405+72.8% | $7,759+42.7% | $4,126+168.3% |
| Admin fee / account holder | $1,132 | $6,977-83.8% | $10,764-89.5% | $5,650-80.0% |