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 | $104,580 | $102,696+1.8% | $86,235+21.3% | $139,487-25.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.87% | 1925.91%-1913.0pp | 1170.03%-1157.2pp | 373.84%-361.0pp |
| Employer contribution / active EE | $2,551 | $3,034-15.9% | $2,381+7.1% | $4,755-46.3% |
| Participant deferral / active EE | $3,021 | $4,679-35.4% | $3,987-24.2% | $6,713-55.0% |
| Admin fee / account holder | $2,256 | $8,667-74.0% | $6,856-67.1% | $11,407-80.2% |