Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $92,583 | $100,805-8.2% | $86,698+6.8% | $134,532-31.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 9.24% | 29.09%-19.8pp | 35.95%-26.7pp | 418.27%-409.0pp |
| Employer contribution / active EE | $1,970 | $3,490-43.6% | $2,837-30.6% | $4,741-58.5% |
| Participant deferral / active EE | $8,623 | $5,339+61.5% | $4,656+85.2% | $6,401+34.7% |
| Admin fee / account holder | $701 | $10,925-93.6% | $7,493-90.6% | $11,429-93.9% |