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 | $103,478 | $150,447-31.2% | $136,298-24.1% | $147,586-29.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.26% | 1049.15%-1030.9pp | 5156.27%-5138.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $8,087 | $5,256+53.8% | $4,696+72.2% | $4,876+65.8% |
| Participant deferral / active EE | $4,097 | $6,631-38.2% | $6,247-34.4% | $5,439-24.7% |
| Admin fee / account holder | $9,278 | $10,906-14.9% | $9,244+0.4% | $10,886-14.8% |