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 | $144,111 | $197,637-27.1% | $177,848-19.0% | $158,982-9.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 207.43% | 58.77%+148.7pp | 48.33%+159.1pp | 302.99%-95.6pp |
| Employer contribution / active EE | $1,785 | $6,698-73.4% | $5,919-69.8% | $4,763-62.5% |
| Participant deferral / active EE | $3,121 | $8,405-62.9% | $7,714-59.5% | $5,983-47.8% |
| Admin fee / account holder | $4,386 | $15,406-71.5% | $12,431-64.7% | $11,252-61.0% |