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 | $101,385 | $154,209-34.3% | $130,062-22.0% | $139,487-27.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.87% | 32.52%-9.6pp | -137.37%+160.2pp | 373.84%-351.0pp |
| Employer contribution / active EE | $1,354 | $5,292-74.4% | $4,322-68.7% | $4,755-71.5% |
| Participant deferral / active EE | $16,833 | $6,709+150.9% | $5,821+189.2% | $6,713+150.8% |
| Admin fee / account holder | $382 | $13,988-97.3% | $10,601-96.4% | $11,407-96.7% |