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 | $53,049 | $183,988-71.2% | $162,177-67.3% | $152,897-65.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.72% | 150.79%-133.1pp | 115.60%-97.9pp | 345.43%-327.7pp |
| Employer contribution / active EE | $9,986 | $6,370+56.8% | $5,613+77.9% | $4,764+109.6% |
| Participant deferral / active EE | $5,431 | $8,032-32.4% | $7,297-25.6% | $5,851-7.2% |
| Admin fee / account holder | $925 | $13,123-92.9% | $10,843-91.5% | $11,599-92.0% |