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 | $79,041 | $176,120-55.1% | $159,487-50.4% | $167,553-52.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.39% | 331.95%-313.6pp | 263.71%-245.3pp | 478.89%-460.5pp |
| Employer contribution / active EE | $11,518 | $5,299+117.3% | $4,831+138.4% | $4,840+138.0% |
| Participant deferral / active EE | $6,577 | $7,752-15.2% | $7,354-10.6% | $6,343+3.7% |
| Admin fee / account holder | $3,917 | $12,561-68.8% | $10,804-63.7% | $12,316-68.2% |