Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,445 | $202,345-52.8% | $172,755-44.8% | $152,885-37.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.84% | 1029.77%-1013.9pp | 802.94%-787.1pp | 345.39%-329.5pp |
| Employer contribution / active EE | $3,704 | $5,858-36.8% | $5,144-28.0% | $4,763-22.2% |
| Participant deferral / active EE | $2,803 | $5,948-52.9% | $5,198-46.1% | $5,851-52.1% |
| Admin fee / account holder | $1,357 | $17,111-92.1% | $13,955-90.3% | $11,598-88.3% |