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 | $192,338 | $209,422-8.2% | $178,503+7.8% | $158,982+21.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 73.48% | 188.81%-115.3pp | 151.12%-77.6pp | 302.99%-229.5pp |
| Employer contribution / active EE | $2,697 | $5,707-52.7% | $5,011-46.2% | $4,763-43.4% |
| Participant deferral / active EE | $5,709 | $5,955-4.1% | $5,202+9.7% | $5,983-4.6% |
| Admin fee / account holder | $1,164 | $17,079-93.2% | $13,987-91.7% | $11,252-89.7% |