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 | $137,752 | $198,462-30.6% | $170,439-19.2% | $147,585-6.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.32% | 257.30%-238.0pp | 205.94%-186.6pp | 578.58%-559.3pp |
| Employer contribution / active EE | $4,826 | $6,184-22.0% | $5,433-11.2% | $4,876-1.0% |
| Participant deferral / active EE | $4,574 | $5,629-18.8% | $4,939-7.4% | $5,439-15.9% |
| Admin fee / account holder | $449 | $16,852-97.3% | $13,881-96.8% | $10,886-95.9% |