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 | $84,136 | $65,034+29.4% | $90,970-7.5% | $79,856+5.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 21.14% | 30.45%-9.3pp | 134.60%-113.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $9,184 | $1,247+636.2% | $2,122+332.8% | $2,471+271.6% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,790 | $4,536+5.6% | $5,961-19.6% | $5,306-9.7% |