Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $82,383 | $104,709-21.3% | $85,705-3.9% | $167,553-50.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 21.21% | 21.45%-0.2pp | 21.49%-0.3pp | 478.89%-457.7pp |
| Employer contribution / active EE | $9,475 | $3,338+183.8% | $2,619+261.8% | $4,840+95.8% |
| Participant deferral / active EE | $11,736 | $4,827+143.1% | $3,924+199.1% | $6,343+85.0% |
| Admin fee / account holder | $545 | $10,036-94.6% | $6,877-92.1% | $12,316-95.6% |