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 | $97,530 | $198,457-50.9% | $170,435-42.8% | $147,586-33.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.43% | 257.30%-240.9pp | 205.94%-189.5pp | 578.59%-562.2pp |
| Employer contribution / active EE | $8,180 | $6,183+32.3% | $5,432+50.6% | $4,876+67.8% |
| Participant deferral / active EE | $3,860 | $5,629-31.4% | $4,939-21.9% | $5,439-29.0% |
| Admin fee / account holder | $3,916 | $16,852-76.8% | $13,881-71.8% | $10,886-64.0% |