Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $74,472 | $226,135-67.1% | $182,558-59.2% | $152,909-51.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 20.79% | 192.60%-171.8pp | 148.59%-127.8pp | 345.46%-324.7pp |
| Employer contribution / active EE | $3,442 | $4,979-30.9% | $4,076-15.6% | $4,764-27.8% |
| Participant deferral / active EE | $7,998 | $6,371+25.5% | $5,526+44.7% | $5,851+36.7% |
| Admin fee / account holder | $3,769 | $10,707-64.8% | $8,594-56.1% | $11,601-67.5% |