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 | $60,674 | $166,268-63.5% | $165,100-63.3% | $145,897-58.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.62% | 100.52%-89.9pp | 70.21%-59.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $3,674 | $5,284-30.5% | $4,348-15.5% | $4,663-21.2% |
| Participant deferral / active EE | $14,130 | $6,964+102.9% | $6,035+134.1% | $6,689+111.2% |
| Admin fee / account holder | $8,572 | $16,659-48.5% | $12,696-32.5% | $13,390-36.0% |