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 | $151,097 | $176,105-14.2% | $159,474-5.3% | $167,536-9.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.68% | 331.91%-320.2pp | 263.68%-252.0pp | 478.82%-467.1pp |
| Employer contribution / active EE | $21,155 | $5,299+299.2% | $4,831+337.9% | $4,839+337.2% |
| Participant deferral / active EE | $16,356 | $7,751+111.0% | $7,353+122.4% | $6,342+157.9% |
| Admin fee / account holder | $3,726 | $12,559-70.3% | $10,802-65.5% | $12,315-69.7% |