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 | $69,277 | $118,708-41.6% | $98,920-30.0% | $158,966-56.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.51% | 372.49%-357.0pp | 196.47%-181.0pp | 302.95%-287.4pp |
| Employer contribution / active EE | $7,156 | $3,334+114.7% | $2,689+166.1% | $4,762+50.3% |
| Participant deferral / active EE | $2,981 | $5,089-41.4% | $4,245-29.8% | $5,983-50.2% |
| Admin fee / account holder | $355 | $10,134-96.5% | $6,643-94.7% | $11,250-96.8% |