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 | $138,425 | $165,399-16.3% | $149,745-7.6% | $158,982-12.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.66% | 348.34%-338.7pp | 276.72%-267.1pp | 302.99%-293.3pp |
| Employer contribution / active EE | $9,156 | $5,105+79.4% | $4,646+97.1% | $4,763+92.2% |
| Participant deferral / active EE | $10,555 | $7,183+46.9% | $6,843+54.2% | $5,983+76.4% |
| Admin fee / account holder | $6,161 | $10,811-43.0% | $9,312-33.8% | $11,252-45.2% |