Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $101,072 | $100,203+0.9% | $85,240+18.6% | $145,897-30.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.34% | 84.28%-64.9pp | 66.75%-47.4pp | 552.29%-533.0pp |
| Employer contribution / active EE | $12,372 | $3,242+281.6% | $2,735+352.3% | $4,663+165.3% |
| Participant deferral / active EE | $3,949 | $5,299-25.5% | $4,527-12.8% | $6,689-41.0% |
| Admin fee / account holder | $1,594 | $7,265-78.1% | $6,165-74.1% | $13,390-88.1% |