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 | $102,727 | $180,459-43.1% | $154,108-33.3% | $135,380-24.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.09% | 888.21%-881.1pp | 735.21%-728.1pp | 519.81%-512.7pp |
| Employer contribution / active EE | $7,203 | $6,035+19.3% | $5,298+36.0% | $4,779+50.7% |
| Participant deferral / active EE | $6,636 | $5,806+14.3% | $5,081+30.6% | $5,609+18.3% |
| Admin fee / account holder | $52,803 | $16,145+227.1% | $13,411+293.7% | $10,828+387.7% |