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 | $60,139 | $183,978-67.3% | $162,171-62.9% | $152,885-60.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.32% | 150.78%-135.5pp | 115.60%-100.3pp | 345.39%-330.1pp |
| Employer contribution / active EE | $6,060 | $6,370-4.9% | $5,613+8.0% | $4,763+27.2% |
| Participant deferral / active EE | $13,475 | $8,033+67.8% | $7,297+84.7% | $5,851+130.3% |
| Admin fee / account holder | $9,177 | $13,122-30.1% | $10,843-15.4% | $11,598-20.9% |