Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $82,513 | $98,766-16.5% | $149,730-44.9% | $79,852+3.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 30.59% | 27.43%+3.2pp | 276.70%-246.1pp | 31.72%-1.1pp |
| Employer contribution / active EE | $9,535 | $3,217+196.4% | $4,645+105.3% | $2,471+285.9% |
| Participant deferral / active EE | $9,899 | $5,681+74.3% | $6,843+44.7% | $3,740+164.7% |
| Admin fee / account holder | $626 | $6,052-89.7% | $9,310-93.3% | $5,306-88.2% |