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 | $98,762 | $85,766+15.2% | $136,298-27.5% | $70,126+40.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.73% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $12,099 | $2,966+307.9% | $4,696+157.7% | $2,343+416.5% |
| Participant deferral / active EE | $12,196 | $5,051+141.4% | $6,247+95.2% | $3,332+266.1% |
| Admin fee / account holder | $2,491 | $5,421-54.0% | $9,244-73.1% | $4,645-46.4% |