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 | $108,776 | $169,336-35.8% | $129,384-15.9% | $145,884-25.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.61% | 14408.70%-14399.1pp | 9461.77%-9452.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $8,449 | $5,540+52.5% | $4,153+103.4% | $4,662+81.2% |
| Participant deferral / active EE | $6,643 | $4,985+33.3% | $4,166+59.5% | $6,690-0.7% |
| Admin fee / account holder | $3,354 | $9,912-66.2% | $7,686-56.4% | $13,392-75.0% |