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 | $106,518 | $226,105-52.9% | $182,540-41.6% | $152,897-30.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 25.62% | 192.58%-167.0pp | 148.58%-123.0pp | 345.43%-319.8pp |
| Employer contribution / active EE | $10,974 | $4,978+120.4% | $4,076+169.3% | $4,764+130.4% |
| Participant deferral / active EE | $10,452 | $6,370+64.1% | $5,525+89.2% | $5,851+78.6% |
| Admin fee / account holder | $940 | $10,706-91.2% | $8,593-89.1% | $11,599-91.9% |