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 | $121,097 | $217,432-44.3% | $185,851-34.8% | $167,553-27.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.23% | 148.43%-136.2pp | 122.11%-109.9pp | 478.89%-466.7pp |
| Employer contribution / active EE | $4,299 | $5,874-26.8% | $5,168-16.8% | $4,840-11.2% |
| Participant deferral / active EE | $8,162 | $6,357+28.4% | $5,569+46.6% | $6,343+28.7% |
| Admin fee / account holder | $15,438 | $19,820-22.1% | $16,245-5.0% | $12,316+25.3% |