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 | $83,786 | $64,705+29.5% | $62,929+33.1% | $67,986+23.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 11.21% | 20.31%-9.1pp | 1063.93%-1052.7pp | 31.67%-20.5pp |
| Employer contribution / active EE | $2,598 | $2,376+9.4% | $2,505+3.7% | $2,019+28.7% |
| Participant deferral / active EE | $3,991 | $3,198+24.8% | $3,888+2.6% | $3,358+18.8% |
| Admin fee / account holder | $8,876 | $1,428+521.5% | $5,065+75.3% | $3,203+177.1% |