Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $71,875 | $109,967-34.6% | $97,197-26.1% | $145,877-50.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.30% | 244.27%-235.0pp | 75.47%-66.2pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,097 | $3,077-31.9% | $2,723-23.0% | $4,663-55.0% |
| Participant deferral / active EE | $8,039 | $4,676+71.9% | $4,263+88.6% | $6,691+20.2% |
| Admin fee / account holder | $8,652 | $6,199+39.6% | $5,637+53.5% | $13,402-35.4% |