Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $89,800 | $180,749-50.3% | $160,784-44.1% | $137,256-34.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.43% | 2234.46%-2218.0pp | 1803.92%-1787.5pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,912 | $4,155-5.9% | $3,733+4.8% | $4,156-5.9% |
| Participant deferral / active EE | $8,339 | $6,844+21.8% | $6,293+32.5% | $6,407+30.2% |
| Admin fee / account holder | $1,092 | $10,397-89.5% | $9,717-88.8% | $12,270-91.1% |