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 | $33,017 | $209,405-84.2% | $178,486-81.5% | $158,931-79.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.43% | 188.77%-177.3pp | 151.08%-139.7pp | 302.86%-291.4pp |
| Employer contribution / active EE | $1,303 | $5,707-77.2% | $5,011-74.0% | $4,761-72.6% |
| Participant deferral / active EE | $2,811 | $5,954-52.8% | $5,202-46.0% | $5,982-53.0% |
| Admin fee / account holder | $4,286 | $17,076-74.9% | $13,985-69.4% | $11,247-61.9% |