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 | $76,250 | $183,516-58.5% | $155,534-51.0% | $145,884-47.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $12,721 | $5,315+139.4% | $4,675+172.1% | $4,662+172.9% |
| Participant deferral / active EE | $3,064 | $6,467-52.6% | $5,630-45.6% | $6,690-54.2% |
| Admin fee / account holder | $2,514 | $19,293-87.0% | $15,900-84.2% | $13,392-81.2% |