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 | $113,720 | $175,259-35.1% | $149,723-24.0% | $139,487-18.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.87% | 166.82%-146.0pp | 134.50%-113.6pp | 373.84%-353.0pp |
| Employer contribution / active EE | $6,551 | $5,478+19.6% | $4,821+35.9% | $4,755+37.8% |
| Participant deferral / active EE | $2,604 | $6,522-60.1% | $5,682-54.2% | $6,713-61.2% |
| Admin fee / account holder | $16,330 | $16,158+1.1% | $13,215+23.6% | $11,407+43.1% |