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 | $125,860 | $166,242-24.3% | $165,071-23.8% | $145,884-13.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 32.05% | 100.44%-68.4pp | 70.17%-38.1pp | 551.85%-519.8pp |
| Employer contribution / active EE | $3,294 | $5,283-37.7% | $4,347-24.2% | $4,662-29.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,259 | $16,658-80.4% | $12,695-74.3% | $13,392-75.7% |