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 | $95,024 | $85,171+11.6% | $172,752-45.0% | $72,975+30.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.14% | 27.32%-5.2pp | 802.97%-780.8pp | 81.01%-58.9pp |
| Employer contribution / active EE | $4,067 | $3,324+22.4% | $5,144-20.9% | $2,440+66.7% |
| Participant deferral / active EE | $4,218 | $3,260+29.4% | $5,198-18.8% | $3,608+16.9% |
| Admin fee / account holder | $320 | $5,880-94.6% | $13,955-97.7% | $5,124-93.7% |