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 | $79,429 | $202,440-60.8% | $169,390-53.1% | $139,466-43.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 532.36%-517.4pp | 406.07%-391.1pp | 373.66%-358.7pp |
| Employer contribution / active EE | $11,209 | $4,693+138.9% | $4,013+179.4% | $4,754+135.8% |
| Participant deferral / active EE | $5,024 | $6,940-27.6% | $6,222-19.3% | $6,712-25.1% |
| Admin fee / account holder | $3,694 | $10,722-65.5% | $9,015-59.0% | $11,409-67.6% |