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 | $114,502 | $107,353+6.7% | $92,903+23.2% | $152,885-25.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.38% | 145.62%-126.2pp | 109.43%-90.0pp | 345.39%-326.0pp |
| Employer contribution / active EE | $3,125 | $4,222-26.0% | $3,653-14.5% | $4,763-34.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,014 | $7,081-0.9% | $5,795+21.0% | $11,598-39.5% |