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 | $92,794 | $88,754+4.6% | $81,820+13.4% | $145,877-36.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.62% | 1031.77%-1020.1pp | 777.93%-766.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,413 | $3,085+10.6% | $2,915+17.1% | $4,663-26.8% |
| Participant deferral / active EE | $4,089 | $4,648-12.0% | $4,323-5.4% | $6,691-38.9% |
| Admin fee / account holder | $5,141 | $8,424-39.0% | $7,391-30.4% | $13,402-61.6% |