Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $83,451 | $110,801-24.7% | $86,868-3.9% | $167,518-50.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 10.55% | 117.00%-106.5pp | 63.53%-53.0pp | 478.71%-468.2pp |
| Employer contribution / active EE | $3,238 | $3,245-0.2% | $2,496+29.8% | $4,838-33.1% |
| Participant deferral / active EE | $6,667 | $4,547+46.6% | $3,699+80.2% | $6,342+5.1% |
| Admin fee / account holder | $1,336 | $8,417-84.1% | $5,829-77.1% | $12,312-89.2% |