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 | $124,173 | $112,131+10.7% | $95,964+29.4% | $158,982-21.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.04% | 171.19%-152.1pp | 91.64%-72.6pp | 302.99%-283.9pp |
| Employer contribution / active EE | $10,477 | $3,199+227.5% | $2,541+312.3% | $4,763+120.0% |
| Participant deferral / active EE | $15,998 | $4,784+234.4% | $4,167+283.9% | $5,983+167.4% |
| Admin fee / account holder | $8,942 | $10,136-11.8% | $6,797+31.5% | $11,252-20.5% |