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 | $57,414 | $209,422-72.6% | $178,503-67.8% | $158,982-63.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.28% | 188.81%-177.5pp | 151.12%-139.8pp | 302.99%-291.7pp |
| Employer contribution / active EE | $3,834 | $5,707-32.8% | $5,011-23.5% | $4,763-19.5% |
| Participant deferral / active EE | $6,836 | $5,955+14.8% | $5,202+31.4% | $5,983+14.2% |
| Admin fee / account holder | $354 | $17,079-97.9% | $13,987-97.5% | $11,252-96.9% |