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 | $99,375 | $124,330-20.1% | $109,173-9.0% | $167,536-40.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.87% | 26.04%-8.2pp | 25.75%-7.9pp | 478.82%-461.0pp |
| Employer contribution / active EE | $10,375 | $4,209+146.5% | $3,723+178.7% | $4,839+114.4% |
| Participant deferral / active EE | $6,985 | $5,256+32.9% | $4,654+50.1% | $6,342+10.1% |
| Admin fee / account holder | $1,134 | $7,974-85.8% | $6,755-83.2% | $12,315-90.8% |