Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $144,883 | $175,231-17.3% | $149,696-3.2% | $139,466+3.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 45.40% | 166.77%-121.4pp | 134.46%-89.1pp | 373.66%-328.3pp |
| Employer contribution / active EE | $4,154 | $5,478-24.2% | $4,821-13.8% | $4,754-12.6% |
| Participant deferral / active EE | $4,154 | $6,521-36.3% | $5,682-26.9% | $6,712-38.1% |
| Admin fee / account holder | $1,011 | $16,155-93.7% | $13,212-92.3% | $11,409-91.1% |