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 | $131,910 | $176,105-25.1% | $159,474-17.3% | $167,536-21.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.76% | 331.91%-321.2pp | 263.68%-252.9pp | 478.82%-468.1pp |
| Employer contribution / active EE | $3,154 | $5,299-40.5% | $4,831-34.7% | $4,839-34.8% |
| Participant deferral / active EE | $9,737 | $7,751+25.6% | $7,353+32.4% | $6,342+53.5% |
| Admin fee / account holder | $77,335 | $12,559+515.8% | $10,802+615.9% | $12,315+528.0% |