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 | $129,223 | $217,432-40.6% | $185,851-30.5% | $167,553-22.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.05% | 148.43%-135.4pp | 122.11%-109.1pp | 478.89%-465.8pp |
| Employer contribution / active EE | $4,759 | $5,874-19.0% | $5,168-7.9% | $4,840-1.7% |
| Participant deferral / active EE | $5,893 | $6,357-7.3% | $5,569+5.8% | $6,343-7.1% |
| Admin fee / account holder | $8,230 | $19,820-58.5% | $16,245-49.3% | $12,316-33.2% |