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 | $162,042 | $209,422-22.6% | $178,503-9.2% | $158,982+1.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.76% | 188.81%-170.0pp | 151.12%-132.4pp | 302.99%-284.2pp |
| Employer contribution / active EE | $8,504 | $5,707+49.0% | $5,011+69.7% | $4,763+78.6% |
| Participant deferral / active EE | $8,418 | $5,955+41.4% | $5,202+61.8% | $5,983+40.7% |
| Admin fee / account holder | $13,746 | $17,079-19.5% | $13,987-1.7% | $11,252+22.2% |