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 | $68,550 | $160,028-57.2% | $147,080-53.4% | $145,884-53.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,356 | $5,286-36.5% | $4,933-32.0% | $4,662-28.0% |
| Participant deferral / active EE | $4,438 | $8,422-47.3% | $8,066-45.0% | $6,690-33.7% |
| Admin fee / account holder | $9,882 | $15,030-34.2% | $12,989-23.9% | $13,392-26.2% |