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 | $55,636 | $159,978-65.2% | $147,041-62.2% | $145,978-61.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.86% | 98.36%-72.5pp | 419.21%-393.4pp | 550.52%-524.7pp |
| Employer contribution / active EE | $3,321 | $5,288-37.2% | $4,935-32.7% | $4,662-28.8% |
| Participant deferral / active EE | $7,643 | $8,429-9.3% | $8,071-5.3% | $6,690+14.3% |
| Admin fee / account holder | $1,218 | $15,053-91.9% | $13,006-90.6% | $13,400-90.9% |