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 | $116,515 | $105,198+10.8% | $159,455-26.9% | $85,856+35.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.68% | 45.08%-26.4pp | 263.63%-244.9pp | 318.58%-299.9pp |
| Employer contribution / active EE | $5,052 | $3,319+52.2% | $4,830+4.6% | $2,565+96.9% |
| Participant deferral / active EE | $14,173 | $5,946+138.4% | $7,353+92.8% | $3,952+258.6% |
| Admin fee / account holder | $1,983 | $6,934-71.4% | $10,800-81.6% | $6,261-68.3% |