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 | $112,224 | $217,427-48.4% | $185,837-39.6% | $167,518-33.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.35% | 148.39%-138.0pp | 122.08%-111.7pp | 478.71%-468.4pp |
| Employer contribution / active EE | $14,142 | $5,874+140.7% | $5,168+173.6% | $4,838+192.3% |
| Participant deferral / active EE | $16,057 | $6,357+152.6% | $5,568+188.4% | $6,342+153.2% |
| Admin fee / account holder | $1,188 | $19,816-94.0% | $16,241-92.7% | $12,312-90.3% |