Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $107,264 | $100,073+7.2% | $85,126+26.0% | $145,877-26.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.43% | 84.11%-70.7pp | 66.63%-53.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $8,376 | $3,236+158.8% | $2,731+206.7% | $4,663+79.6% |
| Participant deferral / active EE | $4,087 | $5,294-22.8% | $4,523-9.7% | $6,691-38.9% |
| Admin fee / account holder | $796 | $7,261-89.0% | $6,160-87.1% | $13,402-94.1% |