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 | $92,230 | $84,708+8.9% | $75,714+21.8% | $167,536-44.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 21.14% | 199.62%-178.5pp | 104.62%-83.5pp | 478.82%-457.7pp |
| Employer contribution / active EE | $4,548 | $3,231+40.8% | $2,744+65.8% | $4,839-6.0% |
| Participant deferral / active EE | $1,415 | $4,577-69.1% | $3,820-63.0% | $6,342-77.7% |
| Admin fee / account holder | $436 | $5,358-91.9% | $3,619-87.9% | $12,315-96.5% |