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 | $31,277 | $209,425-85.1% | $178,499-82.5% | $158,966-80.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.41% | 188.80%-170.4pp | 151.10%-132.7pp | 302.95%-284.5pp |
| Employer contribution / active EE | $3,583 | $5,707-37.2% | $5,011-28.5% | $4,762-24.8% |
| Participant deferral / active EE | $4,300 | $5,955-27.8% | $5,202-17.3% | $5,983-28.1% |
| Admin fee / account holder | $1,446 | $17,078-91.5% | $13,986-89.7% | $11,250-87.1% |