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 | $96,072 | $111,787-14.1% | $93,681+2.6% | $145,978-34.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.17% | 203.52%-191.4pp | 133.47%-121.3pp | 550.52%-538.4pp |
| Employer contribution / active EE | $5,672 | $3,093+83.4% | $2,422+134.2% | $4,662+21.7% |
| Participant deferral / active EE | $5,499 | $4,918+11.8% | $4,415+24.5% | $6,690-17.8% |
| Admin fee / account holder | $942 | $10,256-90.8% | $8,290-88.6% | $13,400-93.0% |