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 | $95,269 | $111,814-14.8% | $93,654+1.7% | $145,959-34.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.24% | 203.30%-191.1pp | 133.34%-121.1pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,459 | $3,092+11.9% | $2,421+42.9% | $4,661-25.8% |
| Participant deferral / active EE | $9,708 | $4,914+97.5% | $4,413+120.0% | $6,689+45.1% |
| Admin fee / account holder | $705 | $10,246-93.1% | $8,282-91.5% | $13,398-94.7% |