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 | $84,648 | $107,944-21.6% | $91,994-8.0% | $152,885-44.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 30.42% | 89.26%-58.8pp | 69.03%-38.6pp | 345.39%-315.0pp |
| Employer contribution / active EE | $5,922 | $4,210+40.6% | $3,452+71.5% | $4,763+24.3% |
| Participant deferral / active EE | $5,922 | $6,365-7.0% | $5,9230% | $5,851+1.2% |
| Admin fee / account holder | $708 | $10,521-93.3% | $7,743-90.9% | $11,598-93.9% |