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 | $153,549 | $209,874-26.8% | $189,537-19.0% | $167,536-8.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.93% | 748.61%-736.7pp | 555.34%-543.4pp | 478.82%-466.9pp |
| Employer contribution / active EE | $11,409 | $6,913+65.0% | $6,161+85.2% | $4,839+135.8% |
| Participant deferral / active EE | $10,806 | $8,934+21.0% | $8,220+31.5% | $6,342+70.4% |
| Admin fee / account holder | $3,017 | $14,299-78.9% | $12,048-75.0% | $12,315-75.5% |