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 | $122,823 | $185,856-33.9% | $170,028-27.8% | $139,456-11.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.48% | 60.52%-40.0pp | 53.39%-32.9pp | 373.45%-353.0pp |
| Employer contribution / active EE | $4,723 | $7,593-37.8% | $6,788-30.4% | $4,753-0.6% |
| Participant deferral / active EE | $20,270 | $11,623+74.4% | $10,409+94.7% | $6,711+202.0% |
| Admin fee / account holder | $3,296 | $15,387-78.6% | $12,820-74.3% | $11,407-71.1% |