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 | $77,424 | $175,259-55.8% | $149,723-48.3% | $139,487-44.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.13% | 166.82%-153.7pp | 134.50%-121.4pp | 373.84%-360.7pp |
| Employer contribution / active EE | $1,925 | $5,478-64.9% | $4,821-60.1% | $4,755-59.5% |
| Participant deferral / active EE | $5,250 | $6,522-19.5% | $5,682-7.6% | $6,713-21.8% |
| Admin fee / account holder | $65,931 | $16,158+308.0% | $13,215+398.9% | $11,407+478.0% |