Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $111,142 | $160,040-30.6% | $147,096-24.4% | $145,877-23.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.54% | 98.49%-88.0pp | 419.75%-409.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $6,085 | $5,289+15.0% | $4,936+23.3% | $4,663+30.5% |
| Participant deferral / active EE | $28,000 | $8,429+232.2% | $8,071+246.9% | $6,691+318.5% |
| Admin fee / account holder | $37,427 | $15,050+148.7% | $13,005+187.8% | $13,402+179.3% |