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 | $91,852 | $217,427-57.8% | $185,837-50.6% | $167,518-45.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.96% | 148.39%-135.4pp | 122.08%-109.1pp | 478.71%-465.8pp |
| Employer contribution / active EE | $4,857 | $5,874-17.3% | $5,168-6.0% | $4,838+0.4% |
| Participant deferral / active EE | $3,255 | $6,357-48.8% | $5,568-41.5% | $6,342-48.7% |
| Admin fee / account holder | $29,653 | $19,816+49.6% | $16,241+82.6% | $12,312+140.8% |