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 | $138,810 | $175,257-20.8% | $149,717-7.3% | $139,456-0.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.05% | 166.70%-147.7pp | 134.41%-115.4pp | 373.45%-354.4pp |
| Employer contribution / active EE | $2,500 | $5,477-54.4% | $4,820-48.1% | $4,753-47.4% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,094 | $16,156-93.2% | $13,213-91.7% | $11,407-90.4% |