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 | $75,089 | $202,440-62.9% | $169,390-55.7% | $139,466-46.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.18% | 532.36%-517.2pp | 406.07%-390.9pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,425 | $4,693-69.6% | $4,013-64.5% | $4,754-70.0% |
| Participant deferral / active EE | $3,941 | $6,940-43.2% | $6,222-36.7% | $6,712-41.3% |
| Admin fee / account holder | $1,038 | $10,722-90.3% | $9,015-88.5% | $11,409-90.9% |