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 | $105,506 | $176,688-40.3% | $130,660-19.3% | $152,885-31.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 27.08% | 2693.08%-2666.0pp | 1709.29%-1682.2pp | 345.39%-318.3pp |
| Employer contribution / active EE | $4,815 | $5,743-16.2% | $4,092+17.7% | $4,763+1.1% |
| Participant deferral / active EE | $6,704 | $4,362+53.7% | $3,603+86.1% | $5,851+14.6% |
| Admin fee / account holder | $650 | $7,131-90.9% | $5,463-88.1% | $11,598-94.4% |