Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $61,034 | $289,211-78.9% | $260,467-76.6% | $198,609-69.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 9.07% | 112.90%-103.8pp | 100.60%-91.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $2,304 | $4,663-50.6% | $4,239-45.7% | $5,055-54.4% |
| Participant deferral / active EE | $7,467 | $6,812+9.6% | $6,319+18.2% | $6,977+7.0% |
| Admin fee / account holder | $2,783 | $16,236-82.9% | $15,461-82.0% | $19,030-85.4% |