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 | $87,423 | $85,171+2.6% | $172,753-49.4% | $72,976+19.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.31% | 27.32%-5.0pp | 803.00%-780.7pp | 81.02%-58.7pp |
| Employer contribution / active EE | $1,514 | $3,324-54.4% | $5,144-70.6% | $2,440-37.9% |
| Participant deferral / active EE | $3,825 | $3,260+17.3% | $5,198-26.4% | $3,608+6.0% |
| Admin fee / account holder | $5,499 | $5,880-6.5% | $13,956-60.6% | $5,124+7.3% |