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 | $132,932 | $173,526-23.4% | $136,072-2.3% | $145,884-8.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 11.83% | 1167.12%-1155.3pp | 580.46%-568.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,924 | $5,285-44.7% | $4,216-30.6% | $4,662-37.3% |
| Participant deferral / active EE | $10,887 | $8,711+25.0% | $7,028+54.9% | $6,690+62.7% |
| Admin fee / account holder | $8,081 | $9,665-16.4% | $6,718+20.3% | $13,392-39.7% |