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 | $81,053 | $53,128+52.6% | $86,582-6.4% | $70,126+15.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.19% | 27.66%-11.5pp | 965.08%-948.9pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,970 | $2,068-4.7% | $2,839-30.6% | $2,343-15.9% |
| Participant deferral / active EE | $4,350 | $2,695+61.4% | $3,609+20.5% | $3,332+30.6% |
| Admin fee / account holder | $2,049 | $3,584-42.8% | $4,904-58.2% | $4,645-55.9% |