Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $119,040 | $160,040-25.6% | $147,096-19.1% | $145,877-18.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $14,781 | $5,289+179.4% | $4,936+199.5% | $4,663+217.0% |
| Participant deferral / active EE | $15,133 | $8,429+79.5% | $8,071+87.5% | $6,691+126.2% |
| Admin fee / account holder | $4,665 | $15,050-69.0% | $13,005-64.1% | $13,402-65.2% |