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 | $137,396 | $217,432-36.8% | $185,849-26.1% | $167,536-18.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.59% | 148.42%-134.8pp | 122.10%-108.5pp | 478.82%-465.2pp |
| Employer contribution / active EE | $3,000 | $5,875-48.9% | $5,169-42.0% | $4,839-38.0% |
| Participant deferral / active EE | $10,089 | $6,357+58.7% | $5,569+81.2% | $6,342+59.1% |
| Admin fee / account holder | $972 | $19,818-95.1% | $16,244-94.0% | $12,315-92.1% |