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 | $107,689 | $198,461-45.7% | $170,436-36.8% | $147,585-27.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.39% | 257.30%-242.9pp | 205.94%-191.5pp | 578.57%-564.2pp |
| Employer contribution / active EE | $3,202 | $6,184-48.2% | $5,433-41.1% | $4,876-34.3% |
| Participant deferral / active EE | $5,721 | $5,629+1.6% | $4,939+15.8% | $5,439+5.2% |
| Admin fee / account holder | $1,225 | $16,852-92.7% | $13,880-91.2% | $10,885-88.7% |