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 | $83,387 | $217,432-61.6% | $185,851-55.1% | $167,553-50.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 43.40% | 148.43%-105.0pp | 122.11%-78.7pp | 478.89%-435.5pp |
| Employer contribution / active EE | $3,228 | $5,874-45.1% | $5,168-37.6% | $4,840-33.3% |
| Participant deferral / active EE | $9,233 | $6,357+45.2% | $5,569+65.8% | $6,343+45.6% |
| Admin fee / account holder | $5,224 | $19,820-73.6% | $16,245-67.8% | $12,316-57.6% |