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 | $113,456 | $97,761+16.1% | $83,850+35.3% | $135,382-16.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.17% | 1287.44%-1283.3pp | 850.92%-846.7pp | 519.77%-515.6pp |
| Employer contribution / active EE | $1,240 | $4,222-70.6% | $3,631-65.8% | $4,779-74.0% |
| Participant deferral / active EE | $2,326 | $4,682-50.3% | $4,082-43.0% | $5,609-58.5% |
| Admin fee / account holder | $15,932 | $6,674+138.7% | $5,478+190.8% | $10,829+47.1% |