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 | $93,675 | $70,121+33.6% | $63,803+46.8% | $138,895-32.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 12.15% | 946.48%-934.3pp | 543.72%-531.6pp | 145.39%-133.2pp |
| Employer contribution / active EE | $4,413 | $2,882+53.1% | $2,532+74.2% | $4,194+5.2% |
| Participant deferral / active EE | $1,300 | $4,535-71.3% | $3,843-66.2% | $6,396-79.7% |
| Admin fee / account holder | $13,878 | $6,738+106.0% | $5,196+167.1% | $12,562+10.5% |