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 | $81,369 | $196,972-58.7% | $182,262-55.4% | $198,609-59.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 5.78% | 158.27%-152.5pp | 140.60%-134.8pp | 202.70%-196.9pp |
| Employer contribution / active EE | $11,604 | $5,364+116.3% | $5,046+130.0% | $5,055+129.5% |
| Participant deferral / active EE | $10,323 | $8,643+19.4% | $8,276+24.7% | $6,977+48.0% |
| Admin fee / account holder | $178,311 | $18,429+867.6% | $16,712+967.0% | $19,030+837.0% |