Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $154,100 | $175,257-12.1% | $149,717+2.9% | $139,456+10.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.94% | 166.70%-149.8pp | 134.41%-117.5pp | 373.45%-356.5pp |
| Employer contribution / active EE | $5,322 | $5,477-2.8% | $4,820+10.4% | $4,753+12.0% |
| Participant deferral / active EE | $4,091 | $6,521-37.3% | $5,682-28.0% | $6,711-39.0% |
| Admin fee / account holder | $769 | $16,156-95.2% | $13,213-94.2% | $11,407-93.3% |