Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $114,244 | $209,405-45.4% | $178,486-36.0% | $158,931-28.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.00% | 188.77%-175.8pp | 151.08%-138.1pp | 302.86%-289.9pp |
| Employer contribution / active EE | $9,255 | $5,707+62.2% | $5,011+84.7% | $4,761+94.4% |
| Participant deferral / active EE | $5,472 | $5,954-8.1% | $5,202+5.2% | $5,982-8.5% |
| Admin fee / account holder | $17,805 | $17,076+4.3% | $13,985+27.3% | $11,247+58.3% |