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 | $155,144 | $175,231-11.5% | $149,696+3.6% | $139,466+11.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.35% | 166.77%-151.4pp | 134.46%-119.1pp | 373.66%-358.3pp |
| Employer contribution / active EE | $6,806 | $5,478+24.2% | $4,821+41.2% | $4,754+43.2% |
| Participant deferral / active EE | $13,894 | $6,521+113.1% | $5,682+144.5% | $6,712+107.0% |
| Admin fee / account holder | $1,672 | $16,155-89.6% | $13,212-87.3% | $11,409-85.3% |