Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $112,323 | $160,070-29.8% | $147,117-23.7% | $145,897-23.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.11% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $9,537 | $5,285+80.5% | $4,932+93.3% | $4,663+104.5% |
| Participant deferral / active EE | $4,457 | $8,419-47.1% | $8,065-44.7% | $6,689-33.4% |
| Admin fee / account holder | $1,413 | $15,035-90.6% | $12,993-89.1% | $13,390-89.4% |