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 | $99,000 | $160,059-38.1% | $140,019-29.3% | $135,380-26.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -1.30% | 911.48%-912.8pp | 651.17%-652.5pp | 519.81%-521.1pp |
| Employer contribution / active EE | $14,009 | $6,420+118.2% | $5,605+149.9% | $4,779+193.1% |
| Participant deferral / active EE | $8,346 | $7,641+9.2% | $6,927+20.5% | $5,609+48.8% |
| Admin fee / account holder | $41,848 | $13,328+214.0% | $10,705+290.9% | $10,828+286.5% |