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 | $76,273 | $102,422-25.5% | $147,117-48.2% | $80,959-5.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.98% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $7,935 | $3,717+113.5% | $4,932+60.9% | $2,757+187.8% |
| Participant deferral / active EE | $5,123 | $6,652-23.0% | $8,065-36.5% | $4,300+19.1% |
| Admin fee / account holder | $2,161 | $7,953-72.8% | $12,993-83.4% | $6,925-68.8% |