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 | $103,978 | $175,231-40.7% | $149,696-30.5% | $139,466-25.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 20.70% | 166.77%-146.1pp | 134.46%-113.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $3,983 | $5,478-27.3% | $4,821-17.4% | $4,754-16.2% |
| Participant deferral / active EE | $9,538 | $6,521+46.3% | $5,682+67.9% | $6,712+42.1% |
| Admin fee / account holder | $342 | $16,155-97.9% | $13,212-97.4% | $11,409-97.0% |