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 | $88,720 | $100,938-12.1% | $90,461-1.9% | $158,982-44.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.73% | 1727.20%-1716.5pp | 1294.76%-1284.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $1,399 | $3,691-62.1% | $3,264-57.1% | $4,763-70.6% |
| Participant deferral / active EE | $2,796 | $4,350-35.7% | $3,964-29.5% | $5,983-53.3% |
| Admin fee / account holder | $9,133 | $6,510+40.3% | $5,617+62.6% | $11,252-18.8% |