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 | $93,073 | $104,937-11.3% | $84,628+10.0% | $152,897-39.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.43% | 373.88%-347.4pp | 258.80%-232.4pp | 345.43%-319.0pp |
| Employer contribution / active EE | $5,580 | $3,303+68.9% | $2,653+110.3% | $4,764+17.1% |
| Participant deferral / active EE | $11,108 | $4,690+136.9% | $3,900+184.8% | $5,851+89.8% |
| Admin fee / account holder | $617 | $6,243-90.1% | $4,914-87.5% | $11,599-94.7% |