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 | $93,569 | $69,252+35.1% | $64,099+46.0% | $139,456-32.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.45% | 45.89%-35.4pp | 33.70%-23.2pp | 373.45%-363.0pp |
| Employer contribution / active EE | $11,648 | $3,184+265.8% | $2,748+323.9% | $4,753+145.1% |
| Participant deferral / active EE | $9,450 | $4,683+101.8% | $3,881+143.5% | $6,711+40.8% |
| Admin fee / account holder | $3,128 | $4,248-26.4% | $3,070+1.9% | $11,407-72.6% |