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 | $88,951 | $65,434+35.9% | $98,483-9.7% | $85,847+3.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.69% | 21.75%-6.1pp | 1494.38%-1478.7pp | 318.61%-302.9pp |
| Employer contribution / active EE | $2,607 | $2,169+20.2% | $2,961-12.0% | $2,565+1.6% |
| Participant deferral / active EE | $5,765 | $3,168+82.0% | $4,276+34.8% | $3,952+45.9% |
| Admin fee / account holder | $3,394 | $4,595-26.1% | $5,953-43.0% | $6,261-45.8% |