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 | $128,582 | $169,237-24.0% | $129,339-0.6% | $145,978-11.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.40% | 14364.43%-14348.0pp | 9437.05%-9420.6pp | 550.52%-534.1pp |
| Employer contribution / active EE | $6,465 | $5,540+16.7% | $4,154+55.6% | $4,662+38.7% |
| Participant deferral / active EE | $7,871 | $4,991+57.7% | $4,170+88.8% | $6,690+17.7% |
| Admin fee / account holder | $1,410 | $9,882-85.7% | $7,668-81.6% | $13,400-89.5% |