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 | $76,663 | $114,119-32.8% | $107,187-28.5% | $138,895-44.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.92% | 273.21%-255.3pp | 204.55%-186.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $5,070 | $4,059+24.9% | $3,782+34.1% | $4,194+20.9% |
| Participant deferral / active EE | $6,510 | $5,538+17.5% | $5,096+27.7% | $6,396+1.8% |
| Admin fee / account holder | $317 | $10,024-96.8% | $9,162-96.5% | $12,562-97.5% |