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 | $111,012 | $209,422-47.0% | $178,503-37.8% | $158,982-30.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.19% | 188.81%-175.6pp | 151.12%-137.9pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,559 | $5,707-72.7% | $5,011-68.9% | $4,763-67.3% |
| Participant deferral / active EE | $6,767 | $5,955+13.6% | $5,202+30.1% | $5,983+13.1% |
| Admin fee / account holder | $6,805 | $17,079-60.2% | $13,987-51.4% | $11,252-39.5% |