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 | $102,365 | $209,422-51.1% | $178,503-42.7% | $158,982-35.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.63% | 188.81%-168.2pp | 151.12%-130.5pp | 302.99%-282.4pp |
| Employer contribution / active EE | $15,117 | $5,707+164.9% | $5,011+201.7% | $4,763+217.4% |
| Participant deferral / active EE | $14,133 | $5,955+137.3% | $5,202+171.7% | $5,983+136.2% |
| Admin fee / account holder | $4,384 | $17,079-74.3% | $13,987-68.7% | $11,252-61.0% |