Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,920 | $160,070-57.6% | $147,117-53.8% | $145,897-53.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.90% | 98.69%-82.8pp | 420.54%-404.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $4,278 | $5,285-19.0% | $4,932-13.3% | $4,663-8.3% |
| Participant deferral / active EE | $11,604 | $8,419+37.8% | $8,065+43.9% | $6,689+73.5% |
| Admin fee / account holder | $6,655 | $15,035-55.7% | $12,993-48.8% | $13,390-50.3% |