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 | $142,769 | $144,130-0.9% | $117,860+21.1% | $147,585-3.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.17% | 531.20%-514.0pp | 335.10%-317.9pp | 578.58%-561.4pp |
| Employer contribution / active EE | $6,962 | $4,897+42.2% | $3,786+83.9% | $4,876+42.8% |
| Participant deferral / active EE | $9,318 | $5,316+75.3% | $4,482+107.9% | $5,439+71.3% |
| Admin fee / account holder | $495 | $10,887-95.5% | $8,021-93.8% | $10,886-95.5% |