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 | $92,845 | $112,112-17.2% | $95,956-3.2% | $158,950-41.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.90% | 171.15%-162.3pp | 91.63%-82.7pp | 302.91%-294.0pp |
| Employer contribution / active EE | $3,046 | $3,199-4.8% | $2,541+19.9% | $4,762-36.0% |
| Participant deferral / active EE | $3,947 | $4,784-17.5% | $4,167-5.3% | $5,983-34.0% |
| Admin fee / account holder | $658 | $10,134-93.5% | $6,797-90.3% | $11,248-94.1% |