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 | $72,365 | $184,000-60.7% | $162,185-55.4% | $152,909-52.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.00% | 150.80%-126.8pp | 115.61%-91.6pp | 345.46%-321.5pp |
| Employer contribution / active EE | $5,469 | $6,370-14.1% | $5,613-2.6% | $4,764+14.8% |
| Participant deferral / active EE | $8,980 | $8,033+11.8% | $7,297+23.1% | $5,851+53.5% |
| Admin fee / account holder | $1,770 | $13,124-86.5% | $10,844-83.7% | $11,601-84.7% |