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 | $52,566 | $177,353-70.4% | $158,226-66.8% | $198,609-73.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 19.43% | 599.50%-580.1pp | 501.41%-482.0pp | 202.70%-183.3pp |
| Employer contribution / active EE | $3,230 | $3,239-0.3% | $2,986+8.2% | $5,055-36.1% |
| Participant deferral / active EE | $5,791 | $4,615+25.5% | $4,317+34.2% | $6,977-17.0% |
| Admin fee / account holder | $7,492 | $10,960-31.6% | $10,217-26.7% | $19,030-60.6% |