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 | $90,991 | $104,937-13.3% | $84,628+7.5% | $152,897-40.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 25.94% | 373.88%-347.9pp | 258.80%-232.9pp | 345.43%-319.5pp |
| Employer contribution / active EE | $11,491 | $3,303+247.9% | $2,653+333.1% | $4,764+141.2% |
| Participant deferral / active EE | $7,128 | $4,690+52.0% | $3,900+82.8% | $5,851+21.8% |
| Admin fee / account holder | $3,393 | $6,243-45.7% | $4,914-31.0% | $11,599-70.7% |