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 | $74,995 | $108,942-31.2% | $100,415-25.3% | $145,897-48.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.16% | 58.27%-48.1pp | 49.47%-39.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,736 | $4,422-38.1% | $3,943-30.6% | $4,663-41.3% |
| Participant deferral / active EE | $2,919 | $8,461-65.5% | $8,091-63.9% | $6,689-56.4% |
| Admin fee / account holder | $676 | $9,702-93.0% | $7,906-91.4% | $13,390-95.0% |