Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $65,975 | $99,921-34.0% | $85,009-22.4% | $145,959-54.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.94% | 83.89%-73.9pp | 66.47%-56.5pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,763 | $3,233-14.5% | $2,728+1.3% | $4,661-40.7% |
| Participant deferral / active EE | $7,342 | $5,293+38.7% | $4,522+62.4% | $6,689+9.8% |
| Admin fee / account holder | $738 | $7,252-89.8% | $6,153-88.0% | $13,398-94.5% |