Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $70,098 | $217,432-67.8% | $185,851-62.3% | $167,553-58.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.76% | 148.43%-129.7pp | 122.11%-103.4pp | 478.89%-460.1pp |
| Employer contribution / active EE | $2,024 | $5,874-65.6% | $5,168-60.8% | $4,840-58.2% |
| Participant deferral / active EE | $2,889 | $6,357-54.6% | $5,569-48.1% | $6,343-54.5% |
| Admin fee / account holder | $1,046 | $19,820-94.7% | $16,245-93.6% | $12,316-91.5% |