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 | $74,644 | $102,595-27.2% | $94,057-20.6% | $154,746-51.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.44% | 583.42%-566.0pp | 480.62%-463.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,308 | $3,147-26.7% | $2,933-21.3% | $4,379-47.3% |
| Participant deferral / active EE | $7,569 | $5,118+47.9% | $4,709+60.7% | $6,730+12.5% |
| Admin fee / account holder | $4,165 | $7,736-46.2% | $7,244-42.5% | $14,365-71.0% |