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 | $153,000 | $138,076+10.8% | $123,553+23.8% | $135,380+13.0% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | 2.27% | 153.70%-151.4pp | 119.21%-116.9pp | 519.81%-517.5pp |
| Employer contribution / active EE | $6,062 | $5,152+17.7% | $4,628+31.0% | $4,779+26.9% |
| Participant deferral / active EE | $5,638 | $6,800-17.1% | $6,426-12.3% | $5,609+0.5% |
| Admin fee / account holder | $1,365 | $10,917-87.5% | $9,284-85.3% | $10,828-87.4% |