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 | $112,194 | $176,077-36.3% | $159,455-29.6% | $167,518-33.0% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 15.01% | 331.83%-316.8pp | 263.63%-248.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $9,912 | $5,298+87.1% | $4,830+105.2% | $4,838+104.9% |
| Participant deferral / active EE | $6,149 | $7,751-20.7% | $7,353-16.4% | $6,342-3.0% |
| Admin fee / account holder | $30,235 | $12,556+140.8% | $10,800+179.9% | $12,312+145.6% |