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 | $84,191 | $88,754-5.1% | $81,820+2.9% | $145,877-42.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.36% | 1031.77%-1020.4pp | 777.93%-766.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,639 | $3,085+17.9% | $2,915+24.8% | $4,663-22.0% |
| Participant deferral / active EE | $6,122 | $4,648+31.7% | $4,323+41.6% | $6,691-8.5% |
| Admin fee / account holder | $55,414 | $8,424+557.8% | $7,391+649.8% | $13,402+313.5% |