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 | $121,915 | $210,698-42.1% | $178,014-31.5% | $145,959-16.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.82% | 386.27%-372.5pp | 294.80%-281.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $6,217 | $4,567+36.1% | $3,950+57.4% | $4,661+33.4% |
| Participant deferral / active EE | $8,434 | $6,958+21.2% | $6,276+34.4% | $6,689+26.1% |
| Admin fee / account holder | $8,357 | $12,016-30.5% | $10,362-19.4% | $13,398-37.6% |