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 | $71,116 | $183,988-61.3% | $162,177-56.1% | $152,897-53.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.68% | 150.79%-131.1pp | 115.60%-95.9pp | 345.43%-325.7pp |
| Employer contribution / active EE | $5,251 | $6,370-17.6% | $5,613-6.5% | $4,764+10.2% |
| Participant deferral / active EE | $7,912 | $8,032-1.5% | $7,297+8.4% | $5,851+35.2% |
| Admin fee / account holder | $12,848 | $13,123-2.1% | $10,843+18.5% | $11,599+10.8% |