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 | $91,577 | $100,938-9.3% | $90,461+1.2% | $158,982-42.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.03% | 1727.20%-1713.2pp | 1294.76%-1280.7pp | 302.99%-289.0pp |
| Employer contribution / active EE | $3,857 | $3,691+4.5% | $3,264+18.2% | $4,763-19.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $342 | $6,510-94.8% | $5,617-93.9% | $11,252-97.0% |