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 | $99,404 | $100,901-1.5% | $75,501+31.7% | $147,586-32.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 17.61% | 35.78%-18.2pp | 27.35%-9.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $4,104 | $3,253+26.1% | $2,352+74.5% | $4,876-15.8% |
| Participant deferral / active EE | $6,576 | $4,027+63.3% | $3,142+109.3% | $5,439+20.9% |
| Admin fee / account holder | $923 | $11,285-91.8% | $5,801-84.1% | $10,886-91.5% |