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 | $97,324 | $67,823+43.5% | $52,425+85.6% | $137,256-29.1% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 12.77% | 219.11%-206.3pp | 302.12%-289.4pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,397 | $1,163+20.2% | $914+52.9% | $4,156-66.4% |
| Participant deferral / active EE | $7,163 | $2,288+213.1% | $1,790+300.1% | $6,407+11.8% |
| Admin fee / account holder | $26,252 | $2,844+823.0% | $2,495+952.2% | $12,270+113.9% |