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 | $75,033 | $99,652-24.7% | $78,778-4.8% | $147,586-49.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.79% | 47.28%-37.5pp | 35.62%-25.8pp | 578.59%-568.8pp |
| Employer contribution / active EE | $2,450 | $2,796-12.4% | $1,986+23.4% | $4,876-49.8% |
| Participant deferral / active EE | $4,891 | $3,664+33.5% | $2,958+65.3% | $5,439-10.1% |
| Admin fee / account holder | $56,036 | $7,155+683.1% | $5,134+991.5% | $10,886+414.8% |