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 | $106,639 | $85,766+24.3% | $136,298-21.8% | $70,126+52.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.23% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $3,711 | $2,966+25.1% | $4,696-21.0% | $2,343+58.4% |
| Participant deferral / active EE | $10,552 | $5,051+108.9% | $6,247+68.9% | $3,332+216.7% |
| Admin fee / account holder | $746 | $5,421-86.2% | $9,244-91.9% | $4,645-83.9% |