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 | $55,716 | $88,778-37.2% | $81,844-31.9% | $145,884-61.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.63% | 1033.03%-1014.4pp | 778.87%-760.2pp | 551.85%-533.2pp |
| Employer contribution / active EE | $2,933 | $3,087-5.0% | $2,916+0.6% | $4,662-37.1% |
| Participant deferral / active EE | $3,766 | $4,648-19.0% | $4,323-12.9% | $6,690-43.7% |
| Admin fee / account holder | $891 | $8,430-89.4% | $7,355-87.9% | $13,392-93.3% |