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 | $88,050 | $91,037-3.3% | $71,671+22.9% | $147,586-40.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 15.84% | 20.48%-4.6pp | 20.65%-4.8pp | 578.59%-562.8pp |
| Employer contribution / active EE | $5,464 | $3,327+64.2% | $2,460+122.1% | $4,876+12.1% |
| Participant deferral / active EE | $6,182 | $4,498+37.4% | $3,438+79.8% | $5,439+13.7% |
| Admin fee / account holder | $13,529 | $8,613+57.1% | $5,558+143.4% | $10,886+24.3% |