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 | $66,795 | $109,411-39.0% | $89,435-25.3% | $158,982-58.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.52% | 345.68%-331.2pp | 245.55%-231.0pp | 302.99%-288.5pp |
| Employer contribution / active EE | $16,961 | $3,173+434.6% | $2,587+555.6% | $4,763+256.1% |
| Participant deferral / active EE | $12,731 | $4,600+176.8% | $3,890+227.2% | $5,983+112.8% |
| Admin fee / account holder | $1,228 | $6,159-80.1% | $4,884-74.8% | $11,252-89.1% |