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 | $181,089 | $175,257+3.3% | $149,717+21.0% | $139,456+29.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.12% | 166.70%-149.6pp | 134.41%-117.3pp | 373.45%-356.3pp |
| Employer contribution / active EE | $4,067 | $5,477-25.7% | $4,820-15.6% | $4,753-14.4% |
| Participant deferral / active EE | $3,495 | $6,521-46.4% | $5,682-38.5% | $6,711-47.9% |
| Admin fee / account holder | $6,565 | $16,156-59.4% | $13,213-50.3% | $11,407-42.4% |