Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,829 | $112,131-19.9% | $95,964-6.4% | $158,982-43.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.83% | 171.19%-151.4pp | 91.64%-71.8pp | 302.99%-283.2pp |
| Employer contribution / active EE | $7,123 | $3,199+122.7% | $2,541+180.3% | $4,763+49.5% |
| Participant deferral / active EE | $4,921 | $4,784+2.9% | $4,167+18.1% | $5,983-17.8% |
| Admin fee / account holder | $582 | $10,136-94.3% | $6,797-91.4% | $11,252-94.8% |