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 | $56,706 | $50,554+12.2% | $67,681-16.2% | $87,485-35.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 12.95% | 17.81%-4.9pp | 590.58%-577.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $5,318 | $1,988+167.4% | $2,678+98.6% | $2,596+104.8% |
| Participant deferral / active EE | $6,754 | $2,961+128.1% | $3,976+69.9% | $4,274+58.0% |
| Admin fee / account holder | $2,648 | $4,132-35.9% | $6,100-56.6% | $7,775-65.9% |