Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $107,613 | $118,877-9.5% | $96,570+11.4% | $167,536-35.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.72% | 50.50%-36.8pp | 37.79%-24.1pp | 478.82%-465.1pp |
| Employer contribution / active EE | $812 | $3,121-74.0% | $2,357-65.5% | $4,839-83.2% |
| Participant deferral / active EE | $2,668 | $4,617-42.2% | $3,849-30.7% | $6,342-57.9% |
| Admin fee / account holder | $20,701 | $8,069+156.6% | $6,182+234.8% | $12,315+68.1% |