Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $113,872 | $72,071+58.0% | $68,368+66.6% | $137,256-17.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.04% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,668 | $2,788+31.6% | $2,649+38.5% | $4,156-11.8% |
| Participant deferral / active EE | $5,592 | $4,410+26.8% | $4,123+35.6% | $6,407-12.7% |
| Admin fee / account holder | $16,646 | $5,336+212.0% | $5,150+223.2% | $12,270+35.7% |