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 | $95,956 | $183,988-47.8% | $162,177-40.8% | $152,897-37.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.11% | 150.79%-124.7pp | 115.60%-89.5pp | 345.43%-319.3pp |
| Employer contribution / active EE | $1,597 | $6,370-74.9% | $5,613-71.5% | $4,764-66.5% |
| Participant deferral / active EE | $11,650 | $8,032+45.0% | $7,297+59.7% | $5,851+99.1% |
| Admin fee / account holder | $512 | $13,123-96.1% | $10,843-95.3% | $11,599-95.6% |