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 | $99,028 | $99,994-1.0% | $146,643-32.5% | $85,847+15.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 19.27% | 18.93%+0.3pp | 22.75%-3.5pp | 318.61%-299.3pp |
| Employer contribution / active EE | $8,696 | $2,559+239.8% | $4,137+110.2% | $2,565+239.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,147 | $7,703-85.1% | $10,280-88.8% | $6,261-81.7% |