Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $102,090 | $105,145-2.9% | $94,664+7.8% | $139,466-26.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 38.09%-20.0pp | 156.84%-138.8pp | 373.66%-355.6pp |
| Employer contribution / active EE | $5,098 | $4,107+24.1% | $3,673+38.8% | $4,754+7.2% |
| Participant deferral / active EE | $24,259 | $7,599+219.3% | $7,417+227.1% | $6,712+261.4% |
| Admin fee / account holder | $67,184 | $8,972+648.8% | $7,222+830.3% | $11,409+488.9% |