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 | $82,331 | $85,766-4.0% | $136,298-39.6% | $70,126+17.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.36% | 31.46%-13.1pp | 5156.27%-5137.9pp | 73.15%-54.8pp |
| Employer contribution / active EE | $5,206 | $2,966+75.5% | $4,696+10.9% | $2,343+122.2% |
| Participant deferral / active EE | $5,364 | $5,051+6.2% | $6,247-14.1% | $3,332+61.0% |
| Admin fee / account holder | $2,041 | $5,421-62.4% | $9,244-77.9% | $4,645-56.1% |