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 | $77,585 | $198,457-60.9% | $170,435-54.5% | $147,586-47.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.65% | 257.30%-239.7pp | 205.94%-188.3pp | 578.59%-560.9pp |
| Employer contribution / active EE | $7,718 | $6,183+24.8% | $5,432+42.1% | $4,876+58.3% |
| Participant deferral / active EE | $6,839 | $5,629+21.5% | $4,939+38.5% | $5,439+25.8% |
| Admin fee / account holder | $3,110 | $16,852-81.5% | $13,881-77.6% | $10,886-71.4% |