Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $121,607 | $166,268-26.9% | $165,100-26.3% | $145,897-16.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.34% | 100.52%-91.2pp | 70.21%-60.9pp | 552.29%-542.9pp |
| Employer contribution / active EE | $9,337 | $5,284+76.7% | $4,348+114.7% | $4,663+100.3% |
| Participant deferral / active EE | $8,003 | $6,964+14.9% | $6,035+32.6% | $6,689+19.6% |
| Admin fee / account holder | $1,381 | $16,659-91.7% | $12,696-89.1% | $13,390-89.7% |