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 | $108,468 | $209,422-48.2% | $178,503-39.2% | $158,982-31.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.97% | 188.81%-175.8pp | 151.12%-138.2pp | 302.99%-290.0pp |
| Employer contribution / active EE | $4,737 | $5,707-17.0% | $5,011-5.5% | $4,763-0.5% |
| Participant deferral / active EE | $4,785 | $5,955-19.6% | $5,202-8.0% | $5,983-20.0% |
| Admin fee / account holder | $931 | $17,079-94.5% | $13,987-93.3% | $11,252-91.7% |