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 | $111,233 | $148,623-25.2% | $135,974-18.2% | $139,466-20.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.25% | 79.30%-53.0pp | 68.30%-42.1pp | 373.66%-347.4pp |
| Employer contribution / active EE | $11,248 | $5,246+114.4% | $4,859+131.5% | $4,754+136.6% |
| Participant deferral / active EE | $11,248 | $8,103+38.8% | $7,760+44.9% | $6,712+67.6% |
| Admin fee / account holder | $538 | $12,406-95.7% | $10,767-95.0% | $11,409-95.3% |