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 | $73,958 | $107,941-31.5% | $91,994-19.6% | $152,897-51.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 19.72% | 89.28%-69.6pp | 69.04%-49.3pp | 345.43%-325.7pp |
| Employer contribution / active EE | $9,349 | $4,212+122.0% | $3,453+170.8% | $4,764+96.3% |
| Participant deferral / active EE | $9,737 | $6,366+53.0% | $5,924+64.4% | $5,851+66.4% |
| Admin fee / account holder | $572 | $10,521-94.6% | $7,744-92.6% | $11,599-95.1% |