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 | $77,522 | $88,778-12.7% | $81,844-5.3% | $145,884-46.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.33% | 1033.03%-1015.7pp | 778.87%-761.5pp | 551.85%-534.5pp |
| Employer contribution / active EE | $3,646 | $3,087+18.1% | $2,916+25.0% | $4,662-21.8% |
| Participant deferral / active EE | $3,646 | $4,648-21.6% | $4,323-15.7% | $6,690-45.5% |
| Admin fee / account holder | $2,697 | $8,430-68.0% | $7,355-63.3% | $13,392-79.9% |