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 | $123,187 | $217,432-43.3% | $185,849-33.7% | $167,536-26.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.51% | 148.42%-130.9pp | 122.10%-104.6pp | 478.82%-461.3pp |
| Employer contribution / active EE | $11,183 | $5,875+90.4% | $5,169+116.4% | $4,839+131.1% |
| Participant deferral / active EE | $7,184 | $6,357+13.0% | $5,569+29.0% | $6,342+13.3% |
| Admin fee / account holder | $1,572 | $19,818-92.1% | $16,244-90.3% | $12,315-87.2% |