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 | $61,387 | $209,422-70.7% | $178,503-65.6% | $158,982-61.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.80% | 188.81%-182.0pp | 151.12%-144.3pp | 302.99%-296.2pp |
| Employer contribution / active EE | $4,118 | $5,707-27.8% | $5,011-17.8% | $4,763-13.5% |
| Participant deferral / active EE | $4,205 | $5,955-29.4% | $5,202-19.2% | $5,983-29.7% |
| Admin fee / account holder | $578 | $17,079-96.6% | $13,987-95.9% | $11,252-94.9% |