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 | $92,906 | $58,726+58.2% | $142,898-35.0% | $85,847+8.2% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 16.63% | 27.73%-11.1pp | 5639.64%-5623.0pp | 318.61%-302.0pp |
| Employer contribution / active EE | $1,026 | $1,424-27.9% | $4,146-75.2% | $2,565-60.0% |
| Participant deferral / active EE | $1,360 | $2,609-47.8% | $3,838-64.6% | $3,952-65.6% |
| Admin fee / account holder | $904 | $4,234-78.7% | $6,560-86.2% | $6,261-85.6% |