Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $144,551 | $209,422-31.0% | $178,503-19.0% | $158,982-9.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.92% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $2,608 | $5,707-54.3% | $5,011-48.0% | $4,763-45.3% |
| Participant deferral / active EE | $8,043 | $5,955+35.1% | $5,202+54.6% | $5,983+34.4% |
| Admin fee / account holder | $777 | $17,079-95.5% | $13,987-94.4% | $11,252-93.1% |