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 | $106,690 | $171,492-37.8% | $150,734-29.2% | $198,609-46.3% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 7.86% | 804.70%-796.8pp | 600.81%-592.9pp | 202.70%-194.8pp |
| Employer contribution / active EE | $13,698 | $5,470+150.4% | $4,918+178.5% | $5,055+171.0% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $19,874 | $17,628+12.7% | $14,905+33.3% | $19,030+4.4% |