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 | $143,995 | $217,432-33.8% | $185,851-22.5% | $167,553-14.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.15% | 148.43%-135.3pp | 122.11%-109.0pp | 478.89%-465.7pp |
| Employer contribution / active EE | $3,538 | $5,874-39.8% | $5,168-31.5% | $4,840-26.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $672 | $19,820-96.6% | $16,245-95.9% | $12,316-94.5% |