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 | $63,059 | $209,425-69.9% | $178,499-64.7% | $158,966-60.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.99% | 188.80%-178.8pp | 151.10%-141.1pp | 302.95%-293.0pp |
| Employer contribution / active EE | $5,290 | $5,707-7.3% | $5,011+5.6% | $4,762+11.1% |
| Participant deferral / active EE | $4,192 | $5,955-29.6% | $5,202-19.4% | $5,983-29.9% |
| Admin fee / account holder | $28,025 | $17,078+64.1% | $13,986+100.4% | $11,250+149.1% |