Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,769 | $183,592-46.7% | $155,567-37.2% | $145,959-33.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.10% | 61.24%-41.1pp | 64.74%-44.6pp | 561.95%-541.8pp |
| Employer contribution / active EE | $8,362 | $5,315+57.3% | $4,674+78.9% | $4,661+79.4% |
| Participant deferral / active EE | $15,214 | $6,464+135.4% | $5,628+170.3% | $6,689+127.5% |
| Admin fee / account holder | $20,723 | $19,318+7.3% | $15,916+30.2% | $13,398+54.7% |