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 | $106,467 | $226,105-52.9% | $182,540-41.7% | $152,897-30.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.14% | 192.58%-171.4pp | 148.58%-127.4pp | 345.43%-324.3pp |
| Employer contribution / active EE | $2,879 | $4,978-42.2% | $4,076-29.4% | $4,764-39.6% |
| Participant deferral / active EE | $6,859 | $6,370+7.7% | $5,525+24.1% | $5,851+17.2% |
| Admin fee / account holder | $2,147 | $10,706-79.9% | $8,593-75.0% | $11,599-81.5% |