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 | $185,971 | $93,346+99.2% | $71,796+159.0% | $273,972-32.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.71% | 130.39%-122.7pp | 78.04%-70.3pp | 41.46%-33.7pp |
| Employer contribution / active EE | $5,484 | $2,733+100.6% | $1,924+185.0% | $4,869+12.6% |
| Participant deferral / active EE | $3,356 | $3,475-3.4% | $2,794+20.1% | $5,287-36.5% |
| Admin fee / account holder | $2,453 | $6,571-62.7% | $4,815-49.1% | $10,133-75.8% |