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 | $84,008 | $160,040-47.5% | $147,096-42.9% | $145,877-42.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 98.49%-87.5pp | 419.75%-408.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $5,433 | $5,289+2.7% | $4,936+10.1% | $4,663+16.5% |
| Participant deferral / active EE | $10,658 | $8,429+26.4% | $8,071+32.1% | $6,691+59.3% |
| Admin fee / account holder | $1,397 | $15,050-90.7% | $13,005-89.3% | $13,402-89.6% |