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 | $139,477 | $176,120-20.8% | $159,487-12.5% | $167,553-16.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 324.01% | 331.95%-7.9pp | 263.71%+60.3pp | 478.89%-154.9pp |
| Employer contribution / active EE | $6,294 | $5,299+18.8% | $4,831+30.3% | $4,840+30.1% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,821 | $12,561-85.5% | $10,804-83.1% | $12,316-85.2% |