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 | $127,571 | $95,664+33.4% | $76,902+65.9% | $139,487-8.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.02% | 55.03%-32.0pp | 37.91%-14.9pp | 373.84%-350.8pp |
| Employer contribution / active EE | $12,193 | $3,147+287.5% | $2,534+381.2% | $4,755+156.4% |
| Participant deferral / active EE | $8,766 | $4,626+89.5% | $3,833+128.7% | $6,713+30.6% |
| Admin fee / account holder | $1,807 | $8,311-78.3% | $5,479-67.0% | $11,407-84.2% |