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 | $126,433 | $171,492-26.3% | $150,734-16.1% | $198,609-36.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 12.20% | 804.70%-792.5pp | 600.81%-588.6pp | 202.70%-190.5pp |
| Employer contribution / active EE | $6,099 | $5,470+11.5% | $4,918+24.0% | $5,055+20.6% |
| Participant deferral / active EE | $9,153 | $6,259+46.2% | $5,610+63.2% | $6,977+31.2% |
| Admin fee / account holder | $3,504 | $17,628-80.1% | $14,905-76.5% | $19,030-81.6% |