Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $122,589 | $183,539-33.2% | $155,556-21.2% | $145,897-16.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.46% | 61.31%-46.8pp | 64.84%-50.4pp | 552.29%-537.8pp |
| Employer contribution / active EE | $7,966 | $5,315+49.9% | $4,675+70.4% | $4,663+70.8% |
| Participant deferral / active EE | $6,438 | $6,467-0.4% | $5,631+14.3% | $6,689-3.8% |
| Admin fee / account holder | $1,183 | $19,275-93.9% | $15,885-92.6% | $13,390-91.2% |