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 | $105,341 | $175,257-39.9% | $149,717-29.6% | $139,456-24.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.69% | 166.70%-148.0pp | 134.41%-115.7pp | 373.45%-354.8pp |
| Employer contribution / active EE | $1,617 | $5,477-70.5% | $4,820-66.5% | $4,753-66.0% |
| Participant deferral / active EE | $4,203 | $6,521-35.5% | $5,682-26.0% | $6,711-37.4% |
| Admin fee / account holder | $76,752 | $16,156+375.1% | $13,213+480.9% | $11,407+572.8% |