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 | $146,695 | $175,257-16.3% | $149,717-2.0% | $139,456+5.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.07% | 166.70%-148.6pp | 134.41%-116.3pp | 373.45%-355.4pp |
| Employer contribution / active EE | $6,295 | $5,477+14.9% | $4,820+30.6% | $4,753+32.5% |
| Participant deferral / active EE | $6,614 | $6,521+1.4% | $5,682+16.4% | $6,711-1.5% |
| Admin fee / account holder | $4,334 | $16,156-73.2% | $13,213-67.2% | $11,407-62.0% |