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 | $69,655 | $102,696-32.2% | $86,235-19.2% | $139,487-50.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.12% | 1925.91%-1910.8pp | 1170.03%-1154.9pp | 373.84%-358.7pp |
| Employer contribution / active EE | $2,538 | $3,034-16.4% | $2,381+6.6% | $4,755-46.6% |
| Participant deferral / active EE | $3,838 | $4,679-18.0% | $3,987-3.7% | $6,713-42.8% |
| Admin fee / account holder | $2,152 | $8,667-75.2% | $6,856-68.6% | $11,407-81.1% |