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 | $84,634 | $111,785-24.3% | $93,669-9.6% | $145,877-42.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.13% | 203.79%-189.7pp | 133.59%-119.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $4,247 | $3,096+37.2% | $2,424+75.2% | $4,663-8.9% |
| Participant deferral / active EE | $8,428 | $4,919+71.3% | $4,416+90.9% | $6,691+26.0% |
| Admin fee / account holder | $2,145 | $10,256-79.1% | $8,291-74.1% | $13,402-84.0% |