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 | $106,391 | $132,634-19.8% | $115,768-8.1% | $137,256-22.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 10.19% | 160.70%-150.5pp | 100.46%-90.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,785 | $3,360-17.1% | $2,940-5.3% | $4,156-33.0% |
| Participant deferral / active EE | $11,262 | $5,619+100.4% | $4,917+129.1% | $6,407+75.8% |
| Admin fee / account holder | $63,482 | $15,028+322.4% | $12,439+410.3% | $12,270+417.4% |