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 | $95,295 | $109,830-13.2% | $98,452-3.2% | $167,497-43.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.31% | 1957.04%-1929.7pp | 1492.96%-1465.6pp | 478.62%-451.3pp |
| Employer contribution / active EE | $3,431 | $3,224+6.4% | $2,960+15.9% | $4,838-29.1% |
| Participant deferral / active EE | $6,580 | $4,673+40.8% | $4,276+53.9% | $6,341+3.8% |
| Admin fee / account holder | $10,745 | $6,751+59.2% | $5,948+80.6% | $12,310-12.7% |