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 | $92,042 | $154,193-40.3% | $130,045-29.2% | $139,466-34.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.68% | 32.51%-16.8pp | -137.30%+153.0pp | 373.66%-358.0pp |
| Employer contribution / active EE | $10,537 | $5,292+99.1% | $4,321+143.8% | $4,754+121.6% |
| Participant deferral / active EE | $11,149 | $6,709+66.2% | $5,820+91.6% | $6,712+66.1% |
| Admin fee / account holder | $926 | $13,989-93.4% | $10,600-91.3% | $11,409-91.9% |