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 | $82,786 | $58,258+42.1% | $81,820+1.2% | $80,925+2.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.42% | 41.76%-30.3pp | 777.93%-766.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $7,857 | $2,345+235.0% | $2,915+169.5% | $2,756+185.0% |
| Participant deferral / active EE | $890 | $3,284-72.9% | $4,323-79.4% | $4,299-79.3% |
| Admin fee / account holder | $1,737 | $4,976-65.1% | $7,391-76.5% | $6,940-75.0% |