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 | $77,637 | $115,225-32.6% | $100,712-22.9% | $138,895-44.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 650.72% | 40.35%+610.4pp | 33.27%+617.4pp | 145.39%+505.3pp |
| Employer contribution / active EE | $4,632 | $2,771+67.2% | $2,313+100.3% | $4,194+10.4% |
| Participant deferral / active EE | $3,636 | $4,699-22.6% | $4,085-11.0% | $6,396-43.2% |
| Admin fee / account holder | $2,084 | $10,844-80.8% | $9,256-77.5% | $12,562-83.4% |