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 | $77,737 | $111,785-30.5% | $93,669-17.0% | $145,877-46.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 11.26% | 203.79%-192.5pp | 133.59%-122.3pp | 551.28%-540.0pp |
| Employer contribution / active EE | $7,955 | $3,096+156.9% | $2,424+228.2% | $4,663+70.6% |
| Participant deferral / active EE | $4,691 | $4,919-4.6% | $4,416+6.2% | $6,691-29.9% |
| Admin fee / account holder | $114,675 | $10,256+1018.2% | $8,291+1283.1% | $13,402+755.6% |