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 | $80,461 | $134,817-40.3% | $123,973-35.1% | $155,188-48.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 11.26% | 515.49%-504.2pp | 388.13%-376.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $7,161 | $4,425+61.8% | $4,126+73.6% | $4,248+68.6% |
| Participant deferral / active EE | $5,640 | $5,706-1.2% | $5,247+7.5% | $6,531-13.7% |
| Admin fee / account holder | $44,432 | $13,245+235.5% | $11,799+276.6% | $14,480+206.9% |