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 | $69,616 | $70,366-1.1% | $66,674+4.4% | $138,895-49.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.37% | 386.41%-371.0pp | 321.24%-305.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $8,349 | $2,765+202.0% | $2,620+218.7% | $4,194+99.1% |
| Participant deferral / active EE | $10,564 | $4,374+141.5% | $4,084+158.7% | $6,396+65.2% |
| Admin fee / account holder | $6,802 | $5,262+29.3% | $5,098+33.4% | $12,562-45.9% |