Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,206 | $160,070-71.1% | $147,117-68.6% | $145,897-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.33% | 98.69%-86.4pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,663 | $5,285-49.6% | $4,932-46.0% | $4,663-42.9% |
| Participant deferral / active EE | $6,484 | $8,419-23.0% | $8,065-19.6% | $6,689-3.1% |
| Admin fee / account holder | $14,107 | $15,035-6.2% | $12,993+8.6% | $13,390+5.4% |