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 | $35,355 | $226,105-84.4% | $182,540-80.6% | $152,897-76.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.77% | 192.58%-176.8pp | 148.58%-132.8pp | 345.43%-329.7pp |
| Employer contribution / active EE | $3,536 | $4,978-29.0% | $4,076-13.2% | $4,764-25.8% |
| Participant deferral / active EE | $3,373 | $6,370-47.0% | $5,525-38.9% | $5,851-42.3% |
| Admin fee / account holder | $1,858 | $10,706-82.6% | $8,593-78.4% | $11,599-84.0% |