Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $113,160 | $198,462-43.0% | $170,439-33.6% | $147,585-23.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.51% | 257.30%-236.8pp | 205.94%-185.4pp | 578.58%-558.1pp |
| Employer contribution / active EE | $15,887 | $6,184+156.9% | $5,433+192.4% | $4,876+225.8% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $2,369 | $16,852-85.9% | $13,881-82.9% | $10,886-78.2% |