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 | $59,398 | $144,130-58.8% | $117,860-49.6% | $147,585-59.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.65% | 531.20%-510.5pp | 335.10%-314.4pp | 578.58%-557.9pp |
| Employer contribution / active EE | $4,354 | $4,897-11.1% | $3,786+15.0% | $4,876-10.7% |
| Participant deferral / active EE | $5,471 | $5,316+2.9% | $4,482+22.1% | $5,439+0.6% |
| Admin fee / account holder | $1,568 | $10,887-85.6% | $8,021-80.5% | $10,886-85.6% |