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 | $79,846 | $121,701-34.4% | $104,639-23.7% | $158,982-49.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.96% | 465.72%-455.8pp | 340.67%-330.7pp | 302.99%-293.0pp |
| Employer contribution / active EE | $6,917 | $3,165+118.5% | $2,682+157.9% | $4,763+45.2% |
| Participant deferral / active EE | $8,299 | $4,176+98.7% | $3,738+122.0% | $5,983+38.7% |
| Admin fee / account holder | $3,818 | $7,778-50.9% | $6,465-41.0% | $11,252-66.1% |