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 | $95,367 | $209,422-54.5% | $178,503-46.6% | $158,982-40.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.84% | 188.81%-172.0pp | 151.12%-134.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $2,378 | $5,707-58.3% | $5,011-52.5% | $4,763-50.1% |
| Participant deferral / active EE | $4,727 | $5,955-20.6% | $5,202-9.1% | $5,983-21.0% |
| Admin fee / account holder | $938 | $17,079-94.5% | $13,987-93.3% | $11,252-91.7% |