Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $109,869 | $175,231-37.3% | $149,696-26.6% | $139,466-21.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 364.42% | 166.77%+197.6pp | 134.46%+230.0pp | 373.66%-9.2pp |
| Employer contribution / active EE | $2,158 | $5,478-60.6% | $4,821-55.2% | $4,754-54.6% |
| Participant deferral / active EE | $13,650 | $6,521+109.3% | $5,682+140.2% | $6,712+103.4% |
| Admin fee / account holder | $794 | $16,155-95.1% | $13,212-94.0% | $11,409-93.0% |