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 | $90,176 | $71,197+26.7% | $93,669-3.7% | $80,925+11.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 17.27% | 11.27%+6.0pp | 133.59%-116.3pp | 35.65%-18.4pp |
| Employer contribution / active EE | $6,087 | $1,565+289.0% | $2,424+151.2% | $2,756+120.8% |
| Participant deferral / active EE | $6,479 | $4,036+60.6% | $4,416+46.7% | $4,299+50.7% |
| Admin fee / account holder | $1,286 | $6,959-81.5% | $8,291-84.5% | $6,940-81.5% |