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 | $109,375 | $160,040-31.7% | $147,096-25.6% | $145,877-25.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.49% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $10,000 | $5,289+89.1% | $4,936+102.6% | $4,663+114.5% |
| Participant deferral / active EE | $10,716 | $8,429+27.1% | $8,071+32.8% | $6,691+60.2% |
| Admin fee / account holder | $1,899 | $15,050-87.4% | $13,005-85.4% | $13,402-85.8% |