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 | $89,856 | $97,732-8.1% | $83,831+7.2% | $135,380-33.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.36% | 1287.56%-1279.2pp | 850.99%-842.6pp | 519.81%-511.4pp |
| Employer contribution / active EE | $1,988 | $4,222-52.9% | $3,631-45.3% | $4,779-58.4% |
| Participant deferral / active EE | $3,074 | $4,683-34.4% | $4,082-24.7% | $5,609-45.2% |
| Admin fee / account holder | $2,711 | $6,675-59.4% | $5,479-50.5% | $10,828-75.0% |