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 | $111,785-18.9% | $93,669-3.3% | $145,877-37.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.00% | 203.79%-185.8pp | 133.59%-115.6pp | 551.28%-533.3pp |
| Employer contribution / active EE | $1,769 | $3,096-42.9% | $2,424-27.0% | $4,663-62.1% |
| Participant deferral / active EE | $5,837 | $4,919+18.7% | $4,416+32.2% | $6,691-12.8% |
| Admin fee / account holder | $3,966 | $10,256-61.3% | $8,291-52.2% | $13,402-70.4% |