Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,510 | $202,460-75.1% | $169,385-70.2% | $139,456-63.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.24% | 532.07%-511.8pp | 405.82%-385.6pp | 373.45%-353.2pp |
| Employer contribution / active EE | $4,372 | $4,691-6.8% | $4,012+9.0% | $4,753-8.0% |
| Participant deferral / active EE | $11,111 | $6,938+60.2% | $6,221+78.6% | $6,711+65.6% |
| Admin fee / account holder | $1,273 | $10,719-88.1% | $9,011-85.9% | $11,407-88.8% |