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 | $89,970 | $102,663-12.4% | $86,216+4.4% | $139,466-35.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.81% | 1924.52%-1907.7pp | 1169.42%-1152.6pp | 373.66%-356.9pp |
| Employer contribution / active EE | $6,950 | $3,035+129.0% | $2,382+191.8% | $4,754+46.2% |
| Participant deferral / active EE | $1,583 | $4,677-66.2% | $3,986-60.3% | $6,712-76.4% |
| Admin fee / account holder | $1,326 | $8,663-84.7% | $6,853-80.6% | $11,409-88.4% |