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 | $106,557 | $112,933-5.6% | $90,970+17.1% | $158,982-33.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.00% | 215.82%-201.8pp | 134.60%-120.6pp | 302.99%-289.0pp |
| Employer contribution / active EE | $2,118 | $2,893-26.8% | $2,122-0.2% | $4,763-55.5% |
| Participant deferral / active EE | $7,756 | $4,128+87.9% | $3,373+129.9% | $5,983+29.6% |
| Admin fee / account holder | $17,132 | $8,047+112.9% | $5,961+187.4% | $11,252+52.3% |