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 | $111,043 | $176,077-36.9% | $159,455-30.4% | $167,518-33.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.40% | 331.83%-317.4pp | 263.63%-249.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $3,271 | $5,298-38.3% | $4,830-32.3% | $4,838-32.4% |
| Participant deferral / active EE | $5,562 | $7,751-28.2% | $7,353-24.4% | $6,342-12.3% |
| Admin fee / account holder | $554 | $12,556-95.6% | $10,800-94.9% | $12,312-95.5% |