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 | $65,766 | $150,412-56.3% | $120,574-45.5% | $145,884-54.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.10% | 154.50%-136.4pp | 107.42%-89.3pp | 551.85%-533.7pp |
| Employer contribution / active EE | $3,352 | $4,355-23.0% | $3,471-3.4% | $4,662-28.1% |
| Participant deferral / active EE | $9,215 | $6,175+49.2% | $4,996+84.5% | $6,690+37.8% |
| Admin fee / account holder | $6,104 | $12,224-50.1% | $9,445-35.4% | $13,392-54.4% |