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 | $51,369 | $226,105-77.3% | $182,540-71.9% | $152,897-66.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 25.25% | 192.58%-167.3pp | 148.58%-123.3pp | 345.43%-320.2pp |
| Employer contribution / active EE | $2,328 | $4,978-53.2% | $4,076-42.9% | $4,764-51.1% |
| Participant deferral / active EE | $15,798 | $6,370+148.0% | $5,525+185.9% | $5,851+170.0% |
| Admin fee / account holder | $8,797 | $10,706-17.8% | $8,593+2.4% | $11,599-24.2% |