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 | $85,003 | $157,296-46.0% | $141,191-39.8% | $152,897-44.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 89.05% | 64.34%+24.7pp | 71.41%+17.6pp | 345.43%-256.4pp |
| Employer contribution / active EE | $3,961 | $5,262-24.7% | $4,736-16.4% | $4,764-16.8% |
| Participant deferral / active EE | $10,863 | $7,111+52.8% | $6,710+61.9% | $5,851+85.7% |
| Admin fee / account holder | $3,733 | $12,125-69.2% | $10,264-63.6% | $11,599-67.8% |