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 | $92,573 | $175,259-47.2% | $149,723-38.2% | $139,487-33.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.22% | 166.82%-150.6pp | 134.50%-118.3pp | 373.84%-357.6pp |
| Employer contribution / active EE | $3,478 | $5,478-36.5% | $4,821-27.9% | $4,755-26.9% |
| Participant deferral / active EE | $7,650 | $6,522+17.3% | $5,682+34.6% | $6,713+14.0% |
| Admin fee / account holder | $935 | $16,158-94.2% | $13,215-92.9% | $11,407-91.8% |