Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $90,257 | $124,314-27.4% | $109,163-17.3% | $167,518-46.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.61% | 26.04%-12.4pp | 25.75%-12.1pp | 478.71%-465.1pp |
| Employer contribution / active EE | $12,751 | $4,209+203.0% | $3,723+242.5% | $4,838+163.5% |
| Participant deferral / active EE | $12,967 | $5,256+146.7% | $4,654+178.6% | $6,342+104.5% |
| Admin fee / account holder | $428 | $7,973-94.6% | $6,754-93.7% | $12,312-96.5% |