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 | $107,510 | $106,923+0.5% | $84,023+28.0% | $152,909-29.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 11.83% | 105.02%-93.2pp | 71.32%-59.5pp | 345.46%-333.6pp |
| Employer contribution / active EE | $2,643 | $2,735-3.4% | $1,984+33.2% | $4,764-44.5% |
| Participant deferral / active EE | $3,696 | $4,013-7.9% | $3,239+14.1% | $5,851-36.8% |
| Admin fee / account holder | $18,972 | $8,289+128.9% | $6,102+210.9% | $11,601+63.5% |