Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $103,901 | $160,070-35.1% | $147,117-29.4% | $145,897-28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $6,389 | $5,285+20.9% | $4,932+29.5% | $4,663+37.0% |
| Participant deferral / active EE | $13,146 | $8,419+56.1% | $8,065+63.0% | $6,689+96.5% |
| Admin fee / account holder | $20,268 | $15,035+34.8% | $12,993+56.0% | $13,390+51.4% |