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 | $149,454 | $175,231-14.7% | $149,696-0.2% | $139,466+7.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.23% | 166.77%-151.5pp | 134.46%-119.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $6,965 | $5,478+27.2% | $4,821+44.5% | $4,754+46.5% |
| Participant deferral / active EE | $6,625 | $6,521+1.6% | $5,682+16.6% | $6,712-1.3% |
| Admin fee / account holder | $325 | $16,155-98.0% | $13,212-97.5% | $11,409-97.2% |