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 | $115,015 | $209,422-45.1% | $178,503-35.6% | $158,982-27.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.53% | 188.81%-181.3pp | 151.12%-143.6pp | 302.99%-295.5pp |
| Employer contribution / active EE | $36,204 | $5,707+534.4% | $5,011+622.5% | $4,763+660.1% |
| Participant deferral / active EE | $14,082 | $5,955+136.5% | $5,202+170.7% | $5,983+135.3% |
| Admin fee / account holder | $3,443 | $17,079-79.8% | $13,987-75.4% | $11,252-69.4% |