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 | $95,356 | $115,814-17.7% | $101,275-5.8% | $158,982-40.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.91% | 56.16%-39.2pp | 46.48%-29.6pp | 302.99%-286.1pp |
| Employer contribution / active EE | $5,385 | $4,176+29.0% | $3,660+47.1% | $4,763+13.1% |
| Participant deferral / active EE | $6,531 | $4,958+31.7% | $4,371+49.4% | $5,983+9.2% |
| Admin fee / account holder | $9,418 | $7,249+29.9% | $5,948+58.3% | $11,252-16.3% |