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 | $83,562 | $165,399-49.5% | $149,745-44.2% | $158,982-47.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.89% | 348.34%-338.4pp | 276.72%-266.8pp | 302.99%-293.1pp |
| Employer contribution / active EE | $8,905 | $5,105+74.4% | $4,646+91.7% | $4,763+87.0% |
| Participant deferral / active EE | $10,975 | $7,183+52.8% | $6,843+60.4% | $5,983+83.4% |
| Admin fee / account holder | $31,039 | $10,811+187.1% | $9,312+233.3% | $11,252+175.9% |