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 | $109,197 | $198,457-45.0% | $170,435-35.9% | $147,586-26.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.20% | 257.30%-244.1pp | 205.94%-192.7pp | 578.59%-565.4pp |
| Employer contribution / active EE | $2,928 | $6,183-52.6% | $5,432-46.1% | $4,876-40.0% |
| Participant deferral / active EE | $6,076 | $5,629+7.9% | $4,939+23.0% | $5,439+11.7% |
| Admin fee / account holder | $575 | $16,852-96.6% | $13,881-95.9% | $10,886-94.7% |