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 | $121,587 | $107,368+13.2% | $92,915+30.9% | $152,909-20.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.26% | 145.64%-126.4pp | 109.45%-90.2pp | 345.46%-326.2pp |
| Employer contribution / active EE | $2,685 | $4,222-36.4% | $3,653-26.5% | $4,764-43.6% |
| Participant deferral / active EE | $4,148 | $4,848-14.4% | $4,238-2.1% | $5,851-29.1% |
| Admin fee / account holder | $84,697 | $7,082+1095.9% | $5,796+1361.4% | $11,601+630.1% |