Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $86,413 | $175,231-50.7% | $149,696-42.3% | $139,466-38.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.84% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $5,387 | $5,478-1.7% | $4,821+11.8% | $4,754+13.3% |
| Participant deferral / active EE | $4,784 | $6,521-26.6% | $5,682-15.8% | $6,712-28.7% |
| Admin fee / account holder | $495 | $16,155-96.9% | $13,212-96.3% | $11,409-95.7% |