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 | $101,798 | $102,547-0.7% | $78,210+30.2% | $147,586-31.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.40% | 51.08%-39.7pp | 40.90%-29.5pp | 578.59%-567.2pp |
| Employer contribution / active EE | $4,126 | $2,617+57.7% | $2,034+102.9% | $4,876-15.4% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,315 | $5,059-74.0% | $3,758-65.0% | $10,886-87.9% |