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 | $67,856 | $184,000-63.1% | $162,185-58.2% | $152,909-55.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.44% | 150.80%-127.4pp | 115.61%-92.2pp | 345.46%-322.0pp |
| Employer contribution / active EE | $2,727 | $6,370-57.2% | $5,613-51.4% | $4,764-42.8% |
| Participant deferral / active EE | $8,999 | $8,033+12.0% | $7,297+23.3% | $5,851+53.8% |
| Admin fee / account holder | $6,671 | $13,124-49.2% | $10,844-38.5% | $11,601-42.5% |