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 | $82,969 | $99,009-16.2% | $86,581-4.2% | $147,585-43.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.03% | 1312.70%-1299.7pp | 965.06%-952.0pp | 578.58%-565.6pp |
| Employer contribution / active EE | $2,484 | $3,132-20.7% | $2,840-12.5% | $4,876-49.1% |
| Participant deferral / active EE | $2,685 | $3,972-32.4% | $3,609-25.6% | $5,439-50.6% |
| Admin fee / account holder | $8,012 | $5,709+40.3% | $4,904+63.4% | $10,886-26.4% |