Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $88,772 | $167,522-47.0% | $151,639-41.5% | $134,532-34.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 41.07% | 7.81%+33.3pp | 3.34%+37.7pp | 418.27%-377.2pp |
| Employer contribution / active EE | $25,264 | $6,828+270.0% | $6,165+309.8% | $4,741+432.9% |
| Participant deferral / active EE | $17,188 | $8,986+91.3% | $8,363+105.5% | $6,401+168.5% |
| Admin fee / account holder | $32,418 | $13,780+135.3% | $11,613+179.1% | $11,429+183.7% |