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 | $114,647 | $112,935+1.5% | $90,970+26.0% | $158,966-27.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.90% | 215.79%-196.9pp | 134.58%-115.7pp | 302.95%-284.0pp |
| Employer contribution / active EE | $6,749 | $2,895+133.2% | $2,122+218.0% | $4,762+41.7% |
| Participant deferral / active EE | $6,923 | $4,129+67.7% | $3,373+105.2% | $5,983+15.7% |
| Admin fee / account holder | $1,165 | $8,045-85.5% | $5,960-80.5% | $11,250-89.6% |