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 | $83,697 | $76,551+9.3% | $123,894-32.4% | $62,881+33.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 29.08% | 18.68%+10.4pp | 47.52%-18.4pp | 20.14%+8.9pp |
| Employer contribution / active EE | $9,972 | $2,882+246.0% | $4,617+116.0% | $2,281+337.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,373 | $4,826-30.1% | $8,357-59.6% | $4,296-21.5% |