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 | $63,728 | $198,462-67.9% | $170,439-62.6% | $147,585-56.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.24% | 257.30%-239.1pp | 205.94%-187.7pp | 578.58%-560.3pp |
| Employer contribution / active EE | $2,099 | $6,184-66.1% | $5,433-61.4% | $4,876-57.0% |
| Participant deferral / active EE | $4,326 | $5,629-23.2% | $4,939-12.4% | $5,439-20.5% |
| Admin fee / account holder | $1,946 | $16,852-88.5% | $13,881-86.0% | $10,886-82.1% |