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 | $126,193 | $160,040-21.1% | $147,096-14.2% | $145,877-13.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.70% | 98.49%-86.8pp | 419.75%-408.0pp | 551.28%-539.6pp |
| Employer contribution / active EE | $6,429 | $5,289+21.5% | $4,936+30.2% | $4,663+37.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,119 | $15,050-52.7% | $13,005-45.3% | $13,402-46.9% |