Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $42,756 | $111,535-61.7% | $105,223-59.4% | $137,256-68.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.42% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $6,209 | $3,939+57.6% | $3,689+68.3% | $4,156+49.4% |
| Participant deferral / active EE | $4,315 | $5,500-21.5% | $5,072-14.9% | $6,407-32.6% |
| Admin fee / account holder | $10,060 | $9,721+3.5% | $8,859+13.6% | $12,270-18.0% |