Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $110,537 | $160,040-30.9% | $147,096-24.9% | $145,877-24.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.84% | 98.49%-76.7pp | 419.75%-397.9pp | 551.28%-529.4pp |
| Employer contribution / active EE | $9,231 | $5,289+74.5% | $4,936+87.0% | $4,663+98.0% |
| Participant deferral / active EE | $4,339 | $8,429-48.5% | $8,071-46.2% | $6,691-35.2% |
| Admin fee / account holder | $776 | $15,050-94.8% | $13,005-94.0% | $13,402-94.2% |