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 | $81,615 | $160,040-49.0% | $147,096-44.5% | $145,877-44.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.24% | 98.49%-80.3pp | 419.75%-401.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $5,664 | $5,289+7.1% | $4,936+14.7% | $4,663+21.5% |
| Participant deferral / active EE | $2,600 | $8,429-69.2% | $8,071-67.8% | $6,691-61.1% |
| Admin fee / account holder | $799 | $15,050-94.7% | $13,005-93.9% | $13,402-94.0% |