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 | $80,939 | $85,171-5.0% | $172,752-53.1% | $72,975+10.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.64% | 27.32%-6.7pp | 802.97%-782.3pp | 81.01%-60.4pp |
| Employer contribution / active EE | $5,554 | $3,324+67.1% | $5,144+8.0% | $2,440+127.6% |
| Participant deferral / active EE | $5,295 | $3,260+62.4% | $5,198+1.9% | $3,608+46.8% |
| Admin fee / account holder | $13,577 | $5,880+130.9% | $13,955-2.7% | $5,124+165.0% |