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 | $89,657 | $102,385-12.4% | $147,080-39.0% | $80,935+10.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.22% | 135.09%-120.9pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $4,085 | $3,717+9.9% | $4,933-17.2% | $2,757+48.2% |
| Participant deferral / active EE | $9,378 | $6,651+41.0% | $8,066+16.3% | $4,299+118.1% |
| Admin fee / account holder | $1,102 | $7,951-86.1% | $12,989-91.5% | $6,924-84.1% |