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 | $79,057 | $110,093-28.2% | $97,295-18.7% | $145,897-45.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.61% | 244.76%-233.2pp | 75.62%-64.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $9,376 | $3,077+204.7% | $2,723+244.4% | $4,663+101.1% |
| Participant deferral / active EE | $4,059 | $4,678-13.2% | $4,264-4.8% | $6,689-39.3% |
| Admin fee / account holder | $159,871 | $6,212+2473.4% | $5,646+2731.4% | $13,390+1093.9% |