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 | $76,165 | $217,427-65.0% | $185,837-59.0% | $167,518-54.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.27% | 148.39%-126.1pp | 122.08%-99.8pp | 478.71%-456.4pp |
| Employer contribution / active EE | $1,619 | $5,874-72.4% | $5,168-68.7% | $4,838-66.5% |
| Participant deferral / active EE | $3,977 | $6,357-37.4% | $5,568-28.6% | $6,342-37.3% |
| Admin fee / account holder | $8,156 | $19,816-58.8% | $16,241-49.8% | $12,312-33.8% |