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 | $123,694 | $144,130-14.2% | $117,861+4.9% | $147,586-16.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.29% | 531.20%-514.9pp | 335.11%-318.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $10,957 | $4,897+123.7% | $3,786+189.4% | $4,876+124.7% |
| Participant deferral / active EE | $5,507 | $5,316+3.6% | $4,482+22.9% | $5,439+1.3% |
| Admin fee / account holder | $651 | $10,887-94.0% | $8,021-91.9% | $10,886-94.0% |