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 | $95,609 | $99,994-4.4% | $146,643-34.8% | $85,847+11.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.86% | 18.93%-5.1pp | 22.75%-8.9pp | 318.61%-304.7pp |
| Employer contribution / active EE | $3,974 | $2,559+55.3% | $4,137-3.9% | $2,565+54.9% |
| Participant deferral / active EE | $4,266 | $4,006+6.5% | $5,506-22.5% | $3,952+7.9% |
| Admin fee / account holder | $1,564 | $7,703-79.7% | $10,280-84.8% | $6,261-75.0% |