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 | $75,939 | $227,399-66.6% | $189,758-60.0% | $198,609-61.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.36% | 61.03%-47.7pp | 52.62%-39.3pp | 202.70%-189.3pp |
| Employer contribution / active EE | $4,561 | $5,526-17.5% | $4,767-4.3% | $5,055-9.8% |
| Participant deferral / active EE | $12,624 | $6,837+84.6% | $5,856+115.6% | $6,977+80.9% |
| Admin fee / account holder | $514 | $25,162-98.0% | $20,388-97.5% | $19,030-97.3% |