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 | $61,247 | $196,972-68.9% | $182,262-66.4% | $198,609-69.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 25.49% | 158.27%-132.8pp | 140.60%-115.1pp | 202.70%-177.2pp |
| Employer contribution / active EE | $3,567 | $5,364-33.5% | $5,046-29.3% | $5,055-29.4% |
| Participant deferral / active EE | $8,178 | $8,643-5.4% | $8,276-1.2% | $6,977+17.2% |
| Admin fee / account holder | $42,555 | $18,429+130.9% | $16,712+154.6% | $19,030+123.6% |