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 | $78,465 | $81,696-4.0% | $70,494+11.3% | $158,982-50.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 6.39% | 208.70%-202.3pp | 109.16%-102.8pp | 302.99%-296.6pp |
| Employer contribution / active EE | $1,748 | $3,220-45.7% | $2,738-36.2% | $4,763-63.3% |
| Participant deferral / active EE | $1,650 | $4,558-63.8% | $3,711-55.5% | $5,983-72.4% |
| Admin fee / account holder | $7,645 | $6,200+23.3% | $3,848+98.7% | $11,252-32.1% |