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 | $77,924 | $96,678-19.4% | $86,640-10.1% | $139,466-44.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.26% | 106.69%-84.4pp | 592.52%-570.3pp | 373.66%-351.4pp |
| Employer contribution / active EE | $1,897 | $3,265-41.9% | $3,024-37.3% | $4,754-60.1% |
| Participant deferral / active EE | $6,466 | $4,837+33.7% | $4,438+45.7% | $6,712-3.7% |
| Admin fee / account holder | $3,509 | $6,410-45.3% | $5,616-37.5% | $11,409-69.2% |