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 | $125,879 | $165,361-23.9% | $149,715-15.9% | $158,950-20.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.75% | 348.24%-309.5pp | 276.66%-237.9pp | 302.91%-264.2pp |
| Employer contribution / active EE | $10,225 | $5,103+100.4% | $4,645+120.1% | $4,762+114.7% |
| Participant deferral / active EE | $9,744 | $7,182+35.7% | $6,842+42.4% | $5,983+62.9% |
| Admin fee / account holder | $529 | $10,808-95.1% | $9,310-94.3% | $11,248-95.3% |