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 | $129,600 | $102,638+26.3% | $81,982+58.1% | $158,982-18.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 72.46% | 61.05%+11.4pp | 41.31%+31.1pp | 302.99%-230.5pp |
| Employer contribution / active EE | $2,057 | $3,241-36.5% | $2,498-17.7% | $4,763-56.8% |
| Participant deferral / active EE | $8,178 | $4,649+75.9% | $3,722+119.7% | $5,983+36.7% |
| Admin fee / account holder | $773 | $8,237-90.6% | $5,665-86.3% | $11,252-93.1% |