Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $143,103 | $176,077-18.7% | $159,455-10.3% | $167,518-14.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.53% | 331.83%-316.3pp | 263.63%-248.1pp | 478.71%-463.2pp |
| Employer contribution / active EE | $6,884 | $5,298+29.9% | $4,830+42.5% | $4,838+42.3% |
| Participant deferral / active EE | $6,521 | $7,751-15.9% | $7,353-11.3% | $6,342+2.8% |
| Admin fee / account holder | $3,631 | $12,556-71.1% | $10,800-66.4% | $12,312-70.5% |