Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $82,697 | $125,190-33.9% | $105,624-21.7% | $145,897-43.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.42% | 225.22%-203.8pp | 116.20%-94.8pp | 552.29%-530.9pp |
| Employer contribution / active EE | $5,475 | $3,720+47.2% | $3,168+72.8% | $4,663+17.4% |
| Participant deferral / active EE | $18,514 | $5,716+223.9% | $5,013+269.3% | $6,689+176.8% |
| Admin fee / account holder | $6,573 | $17,138-61.6% | $10,961-40.0% | $13,390-50.9% |