Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $152,433 | $175,259-13.0% | $149,723+1.8% | $139,487+9.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.65% | 166.82%-146.2pp | 134.50%-113.8pp | 373.84%-353.2pp |
| Employer contribution / active EE | $5,293 | $5,478-3.4% | $4,821+9.8% | $4,755+11.3% |
| Participant deferral / active EE | $4,400 | $6,522-32.5% | $5,682-22.6% | $6,713-34.5% |
| Admin fee / account holder | $1,307 | $16,158-91.9% | $13,215-90.1% | $11,407-88.5% |