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 | $103,683 | $90,397+14.7% | $76,002+36.4% | $145,959-29.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.04% | 621.97%-607.9pp | 360.07%-346.0pp | 561.95%-547.9pp |
| Employer contribution / active EE | $3,598 | $3,317+8.5% | $2,688+33.9% | $4,661-22.8% |
| Participant deferral / active EE | $11,994 | $5,163+132.3% | $4,257+181.8% | $6,689+79.3% |
| Admin fee / account holder | $320 | $8,369-96.2% | $6,414-95.0% | $13,398-97.6% |