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 | $122,641 | $183,539-33.2% | $155,556-21.2% | $145,897-15.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.69% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $8,331 | $5,315+56.7% | $4,675+78.2% | $4,663+78.7% |
| Participant deferral / active EE | $6,210 | $6,467-4.0% | $5,631+10.3% | $6,689-7.2% |
| Admin fee / account holder | $2,416 | $19,275-87.5% | $15,885-84.8% | $13,390-82.0% |