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 | $114,231 | $58,726+94.5% | $142,898-20.1% | $85,847+33.1% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 17.80% | 27.73%-9.9pp | 5639.64%-5621.8pp | 318.61%-300.8pp |
| Employer contribution / active EE | $1,372 | $1,424-3.6% | $4,146-66.9% | $2,565-46.5% |
| Participant deferral / active EE | $1,372 | $2,609-47.4% | $3,838-64.2% | $3,952-65.3% |
| Admin fee / account holder | $1,914 | $4,234-54.8% | $6,560-70.8% | $6,261-69.4% |