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 | $144,153 | $217,432-33.7% | $185,851-22.4% | $167,553-14.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.12% | 148.43%-133.3pp | 122.11%-107.0pp | 478.89%-463.8pp |
| Employer contribution / active EE | $11,896 | $5,874+102.5% | $5,168+130.2% | $4,840+145.8% |
| Participant deferral / active EE | $8,227 | $6,357+29.4% | $5,569+47.7% | $6,343+29.7% |
| Admin fee / account holder | $2,724 | $19,820-86.3% | $16,245-83.2% | $12,316-77.9% |