Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $100,043 | $165,939-39.7% | $122,354-18.2% | $147,586-32.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.22% | 34.56%-23.3pp | 30.28%-19.1pp | 578.59%-567.4pp |
| Employer contribution / active EE | $12,424 | $5,754+115.9% | $4,051+206.7% | $4,876+154.8% |
| Participant deferral / active EE | $13,869 | $4,005+246.2% | $3,287+321.9% | $5,439+155.0% |
| Admin fee / account holder | $89,648 | $7,425+1107.5% | $5,479+1536.3% | $10,886+723.5% |