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 | $70,553 | $165,381-57.3% | $149,730-52.9% | $158,966-55.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.34% | 348.29%-340.0pp | 276.70%-268.4pp | 302.95%-294.6pp |
| Employer contribution / active EE | $8,081 | $5,104+58.3% | $4,645+74.0% | $4,762+69.7% |
| Participant deferral / active EE | $12,634 | $7,182+75.9% | $6,843+84.6% | $5,983+111.2% |
| Admin fee / account holder | $16,592 | $10,809+53.5% | $9,310+78.2% | $11,250+47.5% |