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 | $133,817 | $176,077-24.0% | $159,455-16.1% | $167,518-20.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.72% | 331.83%-321.1pp | 263.63%-252.9pp | 478.71%-468.0pp |
| Employer contribution / active EE | $2,353 | $5,298-55.6% | $4,830-51.3% | $4,838-51.4% |
| Participant deferral / active EE | $8,335 | $7,751+7.5% | $7,353+13.4% | $6,342+31.4% |
| Admin fee / account holder | $25,212 | $12,556+100.8% | $10,800+133.4% | $12,312+104.8% |