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 | $109,148 | $209,422-47.9% | $178,503-38.9% | $158,982-31.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.13% | 188.81%-180.7pp | 151.12%-143.0pp | 302.99%-294.9pp |
| Employer contribution / active EE | $6,085 | $5,707+6.6% | $5,011+21.4% | $4,763+27.8% |
| Participant deferral / active EE | $4,550 | $5,955-23.6% | $5,202-12.5% | $5,983-24.0% |
| Admin fee / account holder | $744 | $17,079-95.6% | $13,987-94.7% | $11,252-93.4% |