Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $146,701 | $160,040-8.3% | $147,096-0.3% | $145,877+0.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 250.98% | 98.49%+152.5pp | 419.75%-168.8pp | 551.28%-300.3pp |
| Employer contribution / active EE | $3,793 | $5,289-28.3% | $4,936-23.2% | $4,663-18.7% |
| Participant deferral / active EE | $9,267 | $8,429+9.9% | $8,071+14.8% | $6,691+38.5% |
| Admin fee / account holder | $1,387 | $15,050-90.8% | $13,005-89.3% | $13,402-89.7% |