Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $181,849 | $176,105+3.3% | $159,474+14.0% | $167,536+8.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.19% | 331.91%-319.7pp | 263.68%-251.5pp | 478.82%-466.6pp |
| Employer contribution / active EE | $6,138 | $5,299+15.8% | $4,831+27.1% | $4,839+26.8% |
| Participant deferral / active EE | $7,658 | $7,751-1.2% | $7,353+4.1% | $6,342+20.7% |
| Admin fee / account holder | $1,466 | $12,559-88.3% | $10,802-86.4% | $12,315-88.1% |