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 | $122,681 | $72,426+69.4% | $67,560+81.6% | $145,897-15.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.43% | 7226.78%-7212.4pp | 3533.50%-3519.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $3,327 | $3,074+8.2% | $2,737+21.6% | $4,663-28.6% |
| Participant deferral / active EE | $7,448 | $4,785+55.7% | $4,004+86.0% | $6,689+11.3% |
| Admin fee / account holder | $1,644 | $5,514-70.2% | $3,994-58.8% | $13,390-87.7% |