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 | $88,321 | $72,426+21.9% | $67,560+30.7% | $145,897-39.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.25% | 7226.78%-7213.5pp | 3533.50%-3520.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,383 | $3,074-55.0% | $2,737-49.5% | $4,663-70.3% |
| Participant deferral / active EE | $3,216 | $4,785-32.8% | $4,004-19.7% | $6,689-51.9% |
| Admin fee / account holder | $15,946 | $5,514+189.2% | $3,994+299.3% | $13,390+19.1% |