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 | $88,882 | $176,120-49.5% | $159,487-44.3% | $167,553-47.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.15% | 331.95%-318.8pp | 263.71%-250.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $11,709 | $5,299+121.0% | $4,831+142.4% | $4,840+141.9% |
| Participant deferral / active EE | $3,450 | $7,752-55.5% | $7,354-53.1% | $6,343-45.6% |
| Admin fee / account holder | $3,774 | $12,561-70.0% | $10,804-65.1% | $12,316-69.4% |