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 | $57,381 | $209,422-72.6% | $178,503-67.9% | $158,982-63.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.42% | 188.81%-161.4pp | 151.12%-123.7pp | 302.99%-275.6pp |
| Employer contribution / active EE | $7,328 | $5,707+28.4% | $5,011+46.2% | $4,763+53.8% |
| Participant deferral / active EE | $7,419 | $5,955+24.6% | $5,202+42.6% | $5,983+24.0% |
| Admin fee / account holder | $3,499 | $17,079-79.5% | $13,987-75.0% | $11,252-68.9% |