Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $112,240 | $67,214+67.0% | $61,491+82.5% | $134,532-16.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 85.15% | -12.08%+97.2pp | -12.98%+98.1pp | 418.27%-333.1pp |
| Employer contribution / active EE | $3,493 | $4,974-29.8% | $4,246-17.7% | $4,741-26.3% |
| Participant deferral / active EE | $7,533 | $6,103+23.4% | $5,188+45.2% | $6,401+17.7% |
| Admin fee / account holder | $4,573 | $4,610-0.8% | $4,312+6.1% | $11,429-60.0% |