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 | $81,270 | $99,994-18.7% | $146,647-44.6% | $85,851-5.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.00% | 18.93%-1.9pp | 22.75%-5.7pp | 318.63%-301.6pp |
| Employer contribution / active EE | $5,061 | $2,559+97.8% | $4,137+22.3% | $2,565+97.3% |
| Participant deferral / active EE | $11,924 | $4,006+197.6% | $5,506+116.6% | $3,952+201.7% |
| Admin fee / account holder | $2,736 | $7,703-64.5% | $10,281-73.4% | $6,261-56.3% |