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 | $81,225 | $160,028-49.2% | $147,080-44.8% | $145,884-44.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 98.60%-88.9pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,339 | $5,286-74.7% | $4,933-72.9% | $4,662-71.3% |
| Participant deferral / active EE | $2,840 | $8,422-66.3% | $8,066-64.8% | $6,690-57.5% |
| Admin fee / account holder | $50,934 | $15,030+238.9% | $12,989+292.1% | $13,392+280.3% |