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 | $89,093 | $111,878-20.4% | $93,727-4.9% | $145,897-38.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.52% | 204.28%-190.8pp | 133.83%-120.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,526 | $3,092-18.3% | $2,421+4.3% | $4,663-45.8% |
| Participant deferral / active EE | $3,813 | $4,920-22.5% | $4,417-13.7% | $6,689-43.0% |
| Admin fee / account holder | $1,157 | $10,256-88.7% | $8,292-86.0% | $13,390-91.4% |