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 | $87,088 | $93,617-7.0% | $135,982-36.0% | $75,177+15.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.07% | 30.89%-5.8pp | 68.32%-43.3pp | 160.75%-135.7pp |
| Employer contribution / active EE | $7,273 | $3,538+105.5% | $4,859+49.7% | $2,671+172.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,002 | $6,980-71.3% | $10,767-81.4% | $5,651-64.6% |