Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,616 | $70,366-9.6% | $66,674-4.6% | $138,895-54.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.77% | 386.41%-368.6pp | 321.24%-303.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $5,648 | $2,765+104.2% | $2,620+115.5% | $4,194+34.7% |
| Participant deferral / active EE | $9,141 | $4,374+109.0% | $4,084+123.8% | $6,396+42.9% |
| Admin fee / account holder | $3,740 | $5,262-28.9% | $5,098-26.6% | $12,562-70.2% |