Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $50,330 | $48,314+4.2% | $67,561-25.5% | $80,925-37.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.93% | 18.28%-3.4pp | 3525.44%-3510.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $5,597 | $2,022+176.9% | $2,735+104.7% | $2,756+103.1% |
| Participant deferral / active EE | $6,036 | $2,927+106.3% | $4,003+50.8% | $4,299+40.4% |
| Admin fee / account holder | $9,089 | $3,690+146.3% | $4,006+126.9% | $6,940+31.0% |