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 | $105,911 | $111,535-5.0% | $105,223+0.7% | $137,256-22.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.78% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $6,215 | $3,939+57.8% | $3,689+68.5% | $4,156+49.5% |
| Participant deferral / active EE | $7,849 | $5,500+42.7% | $5,072+54.8% | $6,407+22.5% |
| Admin fee / account holder | $15,136 | $9,721+55.7% | $8,859+70.9% | $12,270+23.4% |