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 | $64,204 | $72,071-10.9% | $68,368-6.1% | $137,256-53.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.62% | 353.14%-332.5pp | 292.57%-272.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,787 | $2,788+35.8% | $2,649+43.0% | $4,156-8.9% |
| Participant deferral / active EE | $7,710 | $4,410+74.8% | $4,123+87.0% | $6,407+20.3% |
| Admin fee / account holder | $6,707 | $5,336+25.7% | $5,150+30.2% | $12,270-45.3% |