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 | $72,253 | $160,028-54.8% | $147,080-50.9% | $145,884-50.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.18% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $4,912 | $5,286-7.1% | $4,933-0.4% | $4,662+5.4% |
| Participant deferral / active EE | $9,834 | $8,422+16.8% | $8,066+21.9% | $6,690+47.0% |
| Admin fee / account holder | $2,143 | $15,030-85.7% | $12,989-83.5% | $13,392-84.0% |