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 | $65,314 | $169,361-61.4% | $129,397-49.5% | $145,877-55.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.63% | 14395.54%-14373.9pp | 9453.98%-9432.4pp | 551.28%-529.7pp |
| Employer contribution / active EE | $3,781 | $5,542-31.8% | $4,154-9.0% | $4,663-18.9% |
| Participant deferral / active EE | $4,321 | $4,987-13.4% | $4,167+3.7% | $6,691-35.4% |
| Admin fee / account holder | $4,106 | $9,903-58.5% | $7,679-46.5% | $13,402-69.4% |