Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $91,457 | $210,698-56.6% | $178,014-48.6% | $145,959-37.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.57% | 386.27%-370.7pp | 294.80%-279.2pp | 561.95%-546.4pp |
| Employer contribution / active EE | $3,442 | $4,567-24.6% | $3,950-12.9% | $4,661-26.1% |
| Participant deferral / active EE | $26,046 | $6,958+274.3% | $6,276+315.0% | $6,689+289.4% |
| Admin fee / account holder | $812 | $12,016-93.2% | $10,362-92.2% | $13,398-93.9% |