Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $92,618 | $84,713+9.3% | $75,717+22.3% | $167,518-44.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.64% | 199.49%-183.9pp | 104.58%-88.9pp | 478.71%-463.1pp |
| Employer contribution / active EE | $3,587 | $3,229+11.1% | $2,743+30.8% | $4,838-25.9% |
| Participant deferral / active EE | $3,490 | $4,578-23.8% | $3,821-8.6% | $6,342-45.0% |
| Admin fee / account holder | $838 | $5,357-84.4% | $3,619-76.8% | $12,312-93.2% |