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 | $92,462 | $169,336-45.4% | $129,384-28.5% | $145,884-36.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.04% | 14408.70%-14394.7pp | 9461.77%-9447.7pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,180 | $5,540-60.6% | $4,153-47.5% | $4,662-53.2% |
| Participant deferral / active EE | $2,180 | $4,985-56.3% | $4,166-47.7% | $6,690-67.4% |
| Admin fee / account holder | $3,626 | $9,912-63.4% | $7,686-52.8% | $13,392-72.9% |