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 | $51,821 | $289,211-82.1% | $260,467-80.1% | $198,609-73.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 10.65% | 112.90%-102.3pp | 100.60%-90.0pp | 202.70%-192.1pp |
| Employer contribution / active EE | $3,452 | $4,663-26.0% | $4,239-18.5% | $5,055-31.7% |
| Participant deferral / active EE | $8,072 | $6,812+18.5% | $6,319+27.7% | $6,977+15.7% |
| Admin fee / account holder | $2,484 | $16,236-84.7% | $15,461-83.9% | $19,030-86.9% |