Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,555 | $96,691-9.4% | $86,656+1.0% | $139,487-37.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.97% | 106.87%-90.9pp | 593.09%-577.1pp | 373.84%-357.9pp |
| Employer contribution / active EE | $3,021 | $3,267-7.5% | $3,025-0.2% | $4,755-36.5% |
| Participant deferral / active EE | $944 | $4,838-80.5% | $4,439-78.7% | $6,713-85.9% |
| Admin fee / account holder | $3,985 | $6,414-37.9% | $5,619-29.1% | $11,407-65.1% |