Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $80,489 | $159,978-49.7% | $147,041-45.3% | $145,978-44.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.76% | 98.36%-85.6pp | 419.21%-406.4pp | 550.52%-537.8pp |
| Employer contribution / active EE | $2,663 | $5,288-49.6% | $4,935-46.0% | $4,662-42.9% |
| Participant deferral / active EE | $15,105 | $8,429+79.2% | $8,071+87.2% | $6,690+125.8% |
| Admin fee / account holder | $1,116 | $15,053-92.6% | $13,006-91.4% | $13,400-91.7% |