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 | $184,974 | $175,259+5.5% | $149,723+23.5% | $139,487+32.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.71% | 166.82%-145.1pp | 134.50%-112.8pp | 373.84%-352.1pp |
| Employer contribution / active EE | $2,948 | $5,478-46.2% | $4,821-38.9% | $4,755-38.0% |
| Participant deferral / active EE | $6,739 | $6,522+3.3% | $5,682+18.6% | $6,713+0.4% |
| Admin fee / account holder | $798 | $16,158-95.1% | $13,215-94.0% | $11,407-93.0% |