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 | $97,017 | $209,428-53.7% | $178,498-45.6% | $158,950-39.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.69% | 188.78%-175.1pp | 151.09%-137.4pp | 302.91%-289.2pp |
| Employer contribution / active EE | $2,838 | $5,707-50.3% | $5,011-43.4% | $4,762-40.4% |
| Participant deferral / active EE | $10,888 | $5,955+82.8% | $5,202+109.3% | $5,983+82.0% |
| Admin fee / account holder | $424 | $17,077-97.5% | $13,985-97.0% | $11,248-96.2% |