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 | $76,182 | $196,972-61.3% | $182,262-58.2% | $198,609-61.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 67.50% | 158.27%-90.8pp | 140.60%-73.1pp | 202.70%-135.2pp |
| Employer contribution / active EE | $4,349 | $5,364-18.9% | $5,046-13.8% | $5,055-14.0% |
| Participant deferral / active EE | $12,399 | $8,643+43.5% | $8,276+49.8% | $6,977+77.7% |
| Admin fee / account holder | $6,354 | $18,429-65.5% | $16,712-62.0% | $19,030-66.6% |