Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $83,079 | $69,252+20.0% | $64,099+29.6% | $139,456-40.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.24% | 45.89%-28.7pp | 33.70%-16.5pp | 373.45%-356.2pp |
| Employer contribution / active EE | $8,745 | $3,184+174.6% | $2,748+218.2% | $4,753+84.0% |
| Participant deferral / active EE | $10,561 | $4,683+125.5% | $3,881+172.1% | $6,711+57.4% |
| Admin fee / account holder | $1,107 | $4,248-73.9% | $3,070-63.9% | $11,407-90.3% |