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 | $92,497 | $95,406-3.0% | $185,849-50.2% | $85,847+7.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.09% | 23.59%-11.5pp | 122.10%-110.0pp | 318.61%-306.5pp |
| Employer contribution / active EE | $6,528 | $3,314+97.0% | $5,169+26.3% | $2,565+154.5% |
| Participant deferral / active EE | $4,325 | $3,424+26.3% | $5,569-22.3% | $3,952+9.4% |
| Admin fee / account holder | $6,392 | $7,214-11.4% | $16,244-60.6% | $6,261+2.1% |