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 | $85,730 | $198,457-56.8% | $170,435-49.7% | $147,586-41.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.96% | 257.30%-240.3pp | 205.94%-189.0pp | 578.59%-561.6pp |
| Employer contribution / active EE | $7,114 | $6,183+15.1% | $5,432+31.0% | $4,876+45.9% |
| Participant deferral / active EE | $2,079 | $5,629-63.1% | $4,939-57.9% | $5,439-61.8% |
| Admin fee / account holder | $8,166 | $16,852-51.5% | $13,881-41.2% | $10,886-25.0% |