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 | $120,662 | $138,076-12.6% | $123,553-2.3% | $135,380-10.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 6.27% | 153.70%-147.4pp | 119.21%-112.9pp | 519.81%-513.5pp |
| Employer contribution / active EE | $1,553 | $5,152-69.8% | $4,628-66.4% | $4,779-67.5% |
| Participant deferral / active EE | $6,040 | $6,800-11.2% | $6,426-6.0% | $5,609+7.7% |
| Admin fee / account holder | $1,386 | $10,917-87.3% | $9,284-85.1% | $10,828-87.2% |