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 | $83,201 | $183,539-54.7% | $155,556-46.5% | $145,897-43.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,289 | $5,315-75.8% | $4,675-72.4% | $4,663-72.4% |
| Participant deferral / active EE | $2,329 | $6,467-64.0% | $5,631-58.6% | $6,689-65.2% |
| Admin fee / account holder | $12,056 | $19,275-37.4% | $15,885-24.1% | $13,390-10.0% |