Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $70,755 | $125,237-43.5% | $105,608-33.0% | $145,877-51.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.39% | 225.76%-215.4pp | 116.50%-106.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $4,747 | $3,720+27.6% | $3,167+49.9% | $4,663+1.8% |
| Participant deferral / active EE | $11,774 | $5,711+106.2% | $5,010+135.0% | $6,691+76.0% |
| Admin fee / account holder | $1,463 | $17,287-91.5% | $11,028-86.7% | $13,402-89.1% |