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 | $79,870 | $183,516-56.5% | $155,534-48.6% | $145,884-45.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.29% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,933 | $5,315-44.8% | $4,675-37.3% | $4,662-37.1% |
| Participant deferral / active EE | $9,807 | $6,467+51.7% | $5,630+74.2% | $6,690+46.6% |
| Admin fee / account holder | $95,276 | $19,293+393.8% | $15,900+499.2% | $13,392+611.4% |