Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $91,099 | $102,382-11.0% | $147,005-38.0% | $80,874+12.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.33% | 134.89%-120.6pp | 418.76%-404.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $20,403 | $3,715+449.2% | $4,934+313.5% | $2,756+640.4% |
| Participant deferral / active EE | $13,539 | $6,646+103.7% | $8,070+67.8% | $4,297+215.1% |
| Admin fee / account holder | $4,239 | $7,942-46.6% | $13,006-67.4% | $6,935-38.9% |