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 | $110,701 | $223,823-50.5% | $211,142-47.6% | $154,746-28.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.99% | 50.39%-38.4pp | 46.84%-34.8pp | 172.34%-160.3pp |
| Employer contribution / active EE | $4,328 | $6,787-36.2% | $6,442-32.8% | $4,379-1.2% |
| Participant deferral / active EE | $19,396 | $9,750+98.9% | $9,284+108.9% | $6,730+188.2% |
| Admin fee / account holder | $138,181 | $19,707+601.2% | $19,076+624.4% | $14,365+861.9% |