Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $102,301 | $98,776+3.6% | $149,745-31.7% | $79,856+28.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.59% | 27.38%-14.8pp | 276.72%-264.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $13,749 | $3,217+327.4% | $4,646+196.0% | $2,471+456.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,365 | $6,053-77.4% | $9,312-85.3% | $5,306-74.3% |