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 | $126,502 | $173,397-27.0% | $135,987-7.0% | $145,978-13.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 10.36% | 1165.22%-1154.9pp | 579.77%-569.4pp | 550.52%-540.2pp |
| Employer contribution / active EE | $16,567 | $5,281+213.7% | $4,214+293.1% | $4,662+255.4% |
| Participant deferral / active EE | $20,600 | $8,710+136.5% | $7,027+193.2% | $6,690+207.9% |
| Admin fee / account holder | $25,189 | $9,663+160.7% | $6,716+275.1% | $13,400+88.0% |