Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,700 | $176,105-79.7% | $159,474-77.6% | $167,536-78.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.77% | 331.91%-313.1pp | 263.68%-244.9pp | 478.82%-460.0pp |
| Employer contribution / active EE | $3,923 | $5,299-26.0% | $4,831-18.8% | $4,839-18.9% |
| Participant deferral / active EE | $7,586 | $7,751-2.1% | $7,353+3.2% | $6,342+19.6% |
| Admin fee / account holder | $2,626 | $12,559-79.1% | $10,802-75.7% | $12,315-78.7% |