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 | $81,233 | $110,629-26.6% | $80,784+0.6% | $167,553-51.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 12.56% | 120.58%-108.0pp | 87.31%-74.7pp | 478.89%-466.3pp |
| Employer contribution / active EE | $2,756 | $1,543+78.6% | $1,160+137.5% | $4,840-43.1% |
| Participant deferral / active EE | $9,984 | $2,871+247.8% | $2,145+365.3% | $6,343+57.4% |
| Admin fee / account holder | $758 | $4,547-83.3% | $3,380-77.6% | $12,316-93.8% |