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 | $80,790 | $142,354-43.2% | $125,529-35.6% | $155,188-47.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 12.34% | 306.06%-293.7pp | 202.56%-190.2pp | 148.84%-136.5pp |
| Employer contribution / active EE | $6,973 | $3,501+99.1% | $3,058+128.1% | $4,248+64.1% |
| Participant deferral / active EE | $13,000 | $5,491+136.8% | $4,813+170.1% | $6,531+99.1% |
| Admin fee / account holder | $56,115 | $19,392+189.4% | $16,298+244.3% | $14,480+287.5% |