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 | $116,782 | $176,105-33.7% | $159,474-26.8% | $167,536-30.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.82% | 331.91%-317.1pp | 263.68%-248.9pp | 478.82%-464.0pp |
| Employer contribution / active EE | $5,001 | $5,299-5.6% | $4,831+3.5% | $4,839+3.4% |
| Participant deferral / active EE | $6,309 | $7,751-18.6% | $7,353-14.2% | $6,342-0.5% |
| Admin fee / account holder | $13,712 | $12,559+9.2% | $10,802+26.9% | $12,315+11.4% |