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 | $29,781 | $144,130-79.3% | $117,860-74.7% | $147,585-79.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.99% | 531.20%-522.2pp | 335.10%-326.1pp | 578.58%-569.6pp |
| Employer contribution / active EE | $4,619 | $4,897-5.7% | $3,786+22.0% | $4,876-5.3% |
| Participant deferral / active EE | $3,479 | $5,316-34.6% | $4,482-22.4% | $5,439-36.0% |
| Admin fee / account holder | $11,552 | $10,887+6.1% | $8,021+44.0% | $10,886+6.1% |