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 | $108,968 | $175,231-37.8% | $149,696-27.2% | $139,466-21.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.19% | 166.77%-149.6pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $4,292 | $5,478-21.7% | $4,821-11.0% | $4,754-9.7% |
| Participant deferral / active EE | $9,893 | $6,521+51.7% | $5,682+74.1% | $6,712+47.4% |
| Admin fee / account holder | $3,683 | $16,155-77.2% | $13,212-72.1% | $11,409-67.7% |