Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $128,858 | $134,817-4.4% | $123,973+3.9% | $155,188-17.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.49% | 515.49%-497.0pp | 388.13%-369.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,449 | $4,425-67.3% | $4,126-64.9% | $4,248-65.9% |
| Participant deferral / active EE | $5,297 | $5,706-7.2% | $5,247+1.0% | $6,531-18.9% |
| Admin fee / account holder | $1,863 | $13,245-85.9% | $11,799-84.2% | $14,480-87.1% |