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 | $102,720 | $60,454+69.9% | $81,844+25.5% | $74,459+38.0% |
| Participation rate | 86.1% | 63.0%+23.2pp | 72.4%+13.8pp | 67.2%+18.9pp |
| Annual return | 16.41% | 16.87%-0.5pp | 778.87%-762.5pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $495 | $2,630-81.2% | $2,916-83.0% | $2,626-81.1% |
| Participant deferral / active EE | $5,091 | $3,398+49.8% | $4,323+17.8% | $4,350+17.1% |
| Admin fee / account holder | $1,639 | $1,490+10.0% | $7,355-77.7% | $1,945-15.7% |