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 | $130,737 | $166,268-21.4% | $165,100-20.8% | $145,897-10.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.54% | 100.52%-86.0pp | 70.21%-55.7pp | 552.29%-537.7pp |
| Employer contribution / active EE | $4,027 | $5,284-23.8% | $4,348-7.4% | $4,663-13.6% |
| Participant deferral / active EE | $8,896 | $6,964+27.7% | $6,035+47.4% | $6,689+33.0% |
| Admin fee / account holder | $601 | $16,659-96.4% | $12,696-95.3% | $13,390-95.5% |