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 | $86,080 | $84,236+2.2% | $170,435-49.5% | $70,126+22.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.83% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $8,903 | $3,387+162.8% | $5,432+63.9% | $2,343+280.1% |
| Participant deferral / active EE | $6,106 | $3,086+97.9% | $4,939+23.6% | $3,332+83.3% |
| Admin fee / account holder | $89,776 | $5,698+1475.5% | $13,881+546.8% | $4,645+1832.5% |