Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $73,970 | $48,053+53.9% | $84,628-12.6% | $72,975+1.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 20.52% | 37.39%-16.9pp | 258.80%-238.3pp | 81.01%-60.5pp |
| Employer contribution / active EE | $9,993 | $1,602+523.8% | $2,653+276.7% | $2,440+309.5% |
| Participant deferral / active EE | $8,464 | $2,681+215.7% | $3,900+117.0% | $3,608+134.6% |
| Admin fee / account holder | $1,587 | $3,395-53.3% | $4,914-67.7% | $5,124-69.0% |