Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $203,055 | $88,672+129.0% | $105,223+93.0% | $82,448+146.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 23.76% | 30.86%-7.1pp | 180.65%-156.9pp | 41.64%-17.9pp |
| Employer contribution / active EE | $2,910 | $3,048-4.5% | $3,689-21.1% | $2,551+14.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,317 | $7,146-39.6% | $8,859-51.3% | $7,234-40.3% |