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 | $107,970 | $175,231-38.4% | $149,696-27.9% | $139,466-22.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.95% | 166.77%-146.8pp | 134.46%-114.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $3,253 | $5,478-40.6% | $4,821-32.5% | $4,754-31.6% |
| Participant deferral / active EE | $5,139 | $6,521-21.2% | $5,682-9.6% | $6,712-23.4% |
| Admin fee / account holder | $361 | $16,155-97.8% | $13,212-97.3% | $11,409-96.8% |