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 | $79,445 | $217,427-63.5% | $185,837-57.3% | $167,518-52.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.94% | 148.39%-133.5pp | 122.08%-107.1pp | 478.71%-463.8pp |
| Employer contribution / active EE | $5,601 | $5,874-4.7% | $5,168+8.4% | $4,838+15.8% |
| Participant deferral / active EE | $3,703 | $6,357-41.7% | $5,568-33.5% | $6,342-41.6% |
| Admin fee / account holder | $2,334 | $19,816-88.2% | $16,241-85.6% | $12,312-81.0% |