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 | $109,350 | $134,817-18.9% | $123,973-11.8% | $155,188-29.5% |
| Participation rate | 86.7% | 79.4%+7.3pp | 76.7%+10.0pp | 80.8%+5.9pp |
| Annual return | 11.71% | 515.49%-503.8pp | 388.13%-376.4pp | 148.84%-137.1pp |
| Employer contribution / active EE | $7,128 | $4,425+61.1% | $4,126+72.8% | $4,248+67.8% |
| Participant deferral / active EE | $3,973 | $5,706-30.4% | $5,247-24.3% | $6,531-39.2% |
| Admin fee / account holder | $63,612 | $13,245+380.3% | $11,799+439.1% | $14,480+339.3% |