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 | $95,768 | $110,410-13.3% | $102,437-6.5% | $145,897-34.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.23% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $12,654 | $4,217+200.0% | $3,871+226.9% | $4,663+171.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $22,642 | $9,745+132.3% | $8,388+169.9% | $13,390+69.1% |