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 | $39,829 | $160,028-75.1% | $147,080-72.9% | $145,884-72.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,540 | $5,286-33.0% | $4,933-28.3% | $4,662-24.1% |
| Participant deferral / active EE | $5,559 | $8,422-34.0% | $8,066-31.1% | $6,690-16.9% |
| Admin fee / account holder | $3,012 | $15,030-80.0% | $12,989-76.8% | $13,392-77.5% |