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 | $87,433 | $108,695-19.6% | $74,722+17.0% | $152,897-42.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 24.32% | 114.11%-89.8pp | 753.11%-728.8pp | 345.43%-321.1pp |
| Employer contribution / active EE | $5,329 | $1,504+254.2% | $1,084+391.5% | $4,764+11.9% |
| Participant deferral / active EE | $6,735 | $2,712+148.4% | $1,963+243.1% | $5,851+15.1% |
| Admin fee / account holder | $304 | $4,906-93.8% | $3,335-90.9% | $11,599-97.4% |