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 | $95,864 | $58,241+64.6% | $81,780+17.2% | $80,911+18.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 13.77% | 41.73%-28.0pp | 776.27%-762.5pp | 35.63%-21.9pp |
| Employer contribution / active EE | $7,986 | $2,343+240.8% | $2,914+174.1% | $2,756+189.8% |
| Participant deferral / active EE | $7,310 | $3,283+122.7% | $4,321+69.2% | $4,297+70.1% |
| Admin fee / account holder | $3,244 | $4,973-34.8% | $7,384-56.1% | $6,935-53.2% |