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 | $94,454 | $115,814-18.4% | $101,275-6.7% | $158,982-40.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.95% | 56.16%-44.2pp | 46.48%-34.5pp | 302.99%-291.0pp |
| Employer contribution / active EE | $4,146 | $4,176-0.7% | $3,660+13.3% | $4,763-13.0% |
| Participant deferral / active EE | $13,177 | $4,958+165.8% | $4,371+201.5% | $5,983+120.2% |
| Admin fee / account holder | $11,877 | $7,249+63.9% | $5,948+99.7% | $11,252+5.6% |