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 | $89,501 | $57,312+56.2% | $86,617+3.3% | $75,181+19.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.19% | 2672.78%-2655.6pp | 591.91%-574.7pp | 160.69%-143.5pp |
| Employer contribution / active EE | $2,235 | $2,315-3.5% | $3,023-26.1% | $2,671-16.3% |
| Participant deferral / active EE | $4,221 | $3,319+27.2% | $4,437-4.9% | $4,126+2.3% |
| Admin fee / account holder | $1,692 | $4,114-58.9% | $5,613-69.9% | $5,650-70.0% |