Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $71,129 | $159,934-55.5% | $147,005-51.6% | $145,959-51.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.71% | 98.24%-85.5pp | 418.76%-406.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,693 | $5,287-49.1% | $4,934-45.4% | $4,661-42.2% |
| Participant deferral / active EE | $2,896 | $8,427-65.6% | $8,070-64.1% | $6,689-56.7% |
| Admin fee / account holder | $356 | $15,053-97.6% | $13,006-97.3% | $13,398-97.3% |