Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $83,140 | $80,992+2.7% | $96,534-13.9% | $75,173+10.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 116.31% | 27.05%+89.3pp | 25.88%+90.4pp | 160.72%-44.4pp |
| Employer contribution / active EE | $2,598 | $2,283+13.8% | $2,965-12.4% | $2,671-2.7% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,992 | $6,717-70.3% | $8,253-75.9% | $5,651-64.7% |