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 | $50,675 | $160,028-68.3% | $147,080-65.5% | $145,884-65.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.57% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $4,695 | $5,286-11.2% | $4,933-4.8% | $4,662+0.7% |
| Participant deferral / active EE | $7,477 | $8,422-11.2% | $8,066-7.3% | $6,690+11.8% |
| Admin fee / account holder | $2,542 | $15,030-83.1% | $12,989-80.4% | $13,392-81.0% |