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 | $169,513 | $209,422-19.1% | $178,503-5.0% | $158,982+6.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.84% | 188.81%-177.0pp | 151.12%-139.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $5,991 | $5,707+5.0% | $5,011+19.5% | $4,763+25.8% |
| Participant deferral / active EE | $4,313 | $5,955-27.6% | $5,202-17.1% | $5,983-27.9% |
| Admin fee / account holder | $10,427 | $17,079-38.9% | $13,987-25.4% | $11,252-7.3% |