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 | $55,932 | $217,427-74.3% | $185,837-69.9% | $167,518-66.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.27% | 148.39%-136.1pp | 122.08%-109.8pp | 478.71%-466.4pp |
| Employer contribution / active EE | $3,980 | $5,874-32.2% | $5,168-23.0% | $4,838-17.7% |
| Participant deferral / active EE | $3,785 | $6,357-40.5% | $5,568-32.0% | $6,342-40.3% |
| Admin fee / account holder | $69,451 | $19,816+250.5% | $16,241+327.6% | $12,312+464.1% |