Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,618 | $132,634-19.6% | $115,768-7.9% | $137,256-22.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.07% | 160.70%-144.6pp | 100.46%-84.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $18,389 | $3,360+447.4% | $2,940+525.5% | $4,156+342.5% |
| Participant deferral / active EE | $1,655 | $5,619-70.5% | $4,917-66.3% | $6,407-74.2% |
| Admin fee / account holder | $2,934 | $15,028-80.5% | $12,439-76.4% | $12,270-76.1% |