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 | $161,073 | $177,353-9.2% | $158,226+1.8% | $198,609-18.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 15.31% | 599.50%-584.2pp | 501.41%-486.1pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,597 | $3,239-19.8% | $2,986-13.0% | $5,055-48.6% |
| Participant deferral / active EE | $11,907 | $4,615+158.0% | $4,317+175.8% | $6,977+70.7% |
| Admin fee / account holder | $3,942 | $10,960-64.0% | $10,217-61.4% | $19,030-79.3% |