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 | $87,127 | $48,570+79.4% | $130,660-33.3% | $72,976+19.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 17.09% | 38.63%-21.5pp | 1709.29%-1692.2pp | 81.02%-63.9pp |
| Employer contribution / active EE | $5,846 | $1,334+338.2% | $4,092+42.9% | $2,440+139.6% |
| Participant deferral / active EE | $5,129 | $2,384+115.2% | $3,603+42.3% | $3,608+42.2% |
| Admin fee / account holder | $22,358 | $3,549+530.0% | $5,463+309.2% | $5,124+336.3% |