Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $114,866 | $111,785+2.8% | $93,669+22.6% | $145,877-21.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.11% | 203.79%-187.7pp | 133.59%-117.5pp | 551.28%-535.2pp |
| Employer contribution / active EE | $2,667 | $3,096-13.9% | $2,424+10.0% | $4,663-42.8% |
| Participant deferral / active EE | $19,000 | $4,919+286.3% | $4,416+330.3% | $6,691+184.0% |
| Admin fee / account holder | $5,139 | $10,256-49.9% | $8,291-38.0% | $13,402-61.7% |