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 | $105,541 | $183,539-42.5% | $155,556-32.2% | $145,897-27.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.90% | 61.31%-44.4pp | 64.84%-47.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $8,154 | $5,315+53.4% | $4,675+74.4% | $4,663+74.9% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $805 | $19,275-95.8% | $15,885-94.9% | $13,390-94.0% |