Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $111,456 | $166,242-33.0% | $165,071-32.5% | $145,884-23.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.67% | 100.44%-86.8pp | 70.17%-56.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $8,704 | $5,283+64.8% | $4,347+100.2% | $4,662+86.7% |
| Participant deferral / active EE | $12,919 | $6,964+85.5% | $6,035+114.1% | $6,690+93.1% |
| Admin fee / account holder | $1,019 | $16,658-93.9% | $12,695-92.0% | $13,392-92.4% |