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 | $85,464 | $107,941-20.8% | $91,994-7.1% | $152,909-44.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 25.12% | 89.28%-64.2pp | 69.04%-43.9pp | 345.46%-320.3pp |
| Employer contribution / active EE | $6,883 | $4,212+63.4% | $3,453+99.3% | $4,764+44.5% |
| Participant deferral / active EE | $11,494 | $6,366+80.6% | $5,924+94.0% | $5,851+96.4% |
| Admin fee / account holder | $2,268 | $10,521-78.4% | $7,744-70.7% | $11,601-80.5% |