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 | $100,917 | $91,525+10.3% | $130,026-22.4% | $75,181+34.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.12% | -631.40%+649.5pp | -137.26%+155.4pp | 160.69%-142.6pp |
| Employer contribution / active EE | $9,439 | $2,844+231.9% | $4,321+118.4% | $2,671+253.5% |
| Participant deferral / active EE | $9,693 | $4,342+123.2% | $5,821+66.5% | $4,126+134.9% |
| Admin fee / account holder | $538 | $6,778-92.1% | $10,608-94.9% | $5,650-90.5% |