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 | $98,246 | $183,592-46.5% | $155,574-36.8% | $145,877-32.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.52% | 61.37%-45.9pp | 64.87%-49.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $11,735 | $5,317+120.7% | $4,676+151.0% | $4,663+151.7% |
| Participant deferral / active EE | $9,442 | $6,466+46.0% | $5,629+67.7% | $6,691+41.1% |
| Admin fee / account holder | $4,437 | $19,316-77.0% | $15,914-72.1% | $13,402-66.9% |