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 | $88,276 | $176,105-49.9% | $159,474-44.6% | $167,536-47.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.00% | 331.91%-314.9pp | 263.68%-246.7pp | 478.82%-461.8pp |
| Employer contribution / active EE | $4,721 | $5,299-10.9% | $4,831-2.3% | $4,839-2.4% |
| Participant deferral / active EE | $6,408 | $7,751-17.3% | $7,353-12.8% | $6,342+1.0% |
| Admin fee / account holder | $103,565 | $12,559+724.6% | $10,802+858.7% | $12,315+741.0% |