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 | $140,644 | $159,978-12.1% | $147,041-4.4% | $145,978-3.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.66% | 98.36%-87.7pp | 419.21%-408.5pp | 550.52%-539.9pp |
| Employer contribution / active EE | $6,859 | $5,288+29.7% | $4,935+39.0% | $4,662+47.1% |
| Participant deferral / active EE | $15,558 | $8,429+84.6% | $8,071+92.8% | $6,690+132.6% |
| Admin fee / account holder | $9,484 | $15,053-37.0% | $13,006-27.1% | $13,400-29.2% |