Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $81,685 | $134,817-39.4% | $123,973-34.1% | $155,188-47.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.87% | 515.49%-497.6pp | 388.13%-370.3pp | 148.84%-131.0pp |
| Employer contribution / active EE | $27,719 | $4,425+526.4% | $4,126+571.9% | $4,248+552.6% |
| Participant deferral / active EE | $21,078 | $5,706+269.4% | $5,247+301.7% | $6,531+222.7% |
| Admin fee / account holder | $125,019 | $13,245+843.9% | $11,799+959.6% | $14,480+763.4% |