Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $88,542 | $166,268-46.7% | $165,100-46.4% | $145,897-39.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.33% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,250 | $5,284-57.4% | $4,348-48.3% | $4,663-51.7% |
| Participant deferral / active EE | $5,750 | $6,964-17.4% | $6,035-4.7% | $6,689-14.0% |
| Admin fee / account holder | $1,135 | $16,659-93.2% | $12,696-91.1% | $13,390-91.5% |