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 | $93,457 | $77,901+20.0% | $149,717-37.6% | $75,181+24.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.61% | 31.73%-12.1pp | 134.41%-114.8pp | 160.69%-141.1pp |
| Employer contribution / active EE | $4,621 | $3,137+47.3% | $4,820-4.1% | $2,671+73.0% |
| Participant deferral / active EE | $6,077 | $3,411+78.2% | $5,682+7.0% | $4,126+47.3% |
| Admin fee / account holder | $4,585 | $5,949-22.9% | $13,213-65.3% | $5,650-18.8% |