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 | $108,299 | $165,399-34.5% | $149,745-27.7% | $158,982-31.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.67% | 348.34%-323.7pp | 276.72%-252.1pp | 302.99%-278.3pp |
| Employer contribution / active EE | $11,535 | $5,105+126.0% | $4,646+148.3% | $4,763+142.2% |
| Participant deferral / active EE | $19,313 | $7,183+168.9% | $6,843+182.2% | $5,983+222.8% |
| Admin fee / account holder | $559 | $10,811-94.8% | $9,312-94.0% | $11,252-95.0% |