Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $85,650 | $96,508-11.3% | $75,901+12.8% | $152,897-44.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 25.32% | 33.99%-8.7pp | 30.76%-5.4pp | 345.43%-320.1pp |
| Employer contribution / active EE | $5,176 | $3,310+56.4% | $2,501+107.0% | $4,764+8.7% |
| Participant deferral / active EE | $4,993 | $4,554+9.7% | $3,603+38.6% | $5,851-14.7% |
| Admin fee / account holder | $834 | $8,081-89.7% | $5,420-84.6% | $11,599-92.8% |