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 | $113,348 | $160,028-29.2% | $147,080-22.9% | $145,884-22.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.78% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $5,130 | $5,286-2.9% | $4,933+4.0% | $4,662+10.0% |
| Participant deferral / active EE | $3,078 | $8,422-63.5% | $8,066-61.8% | $6,690-54.0% |
| Admin fee / account holder | $1,008 | $15,030-93.3% | $12,989-92.2% | $13,392-92.5% |