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 | $90,619 | $111,814-19.0% | $93,654-3.2% | $145,959-37.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.00% | 203.30%-185.3pp | 133.34%-115.3pp | 561.95%-544.0pp |
| Employer contribution / active EE | $1,769 | $3,092-42.8% | $2,421-26.9% | $4,661-62.1% |
| Participant deferral / active EE | $5,837 | $4,914+18.8% | $4,413+32.3% | $6,689-12.7% |
| Admin fee / account holder | $3,966 | $10,246-61.3% | $8,282-52.1% | $13,398-70.4% |