Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $124,516 | $175,259-29.0% | $149,723-16.8% | $139,487-10.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.64% | 166.82%-147.2pp | 134.50%-114.9pp | 373.84%-354.2pp |
| Employer contribution / active EE | $6,985 | $5,478+27.5% | $4,821+44.9% | $4,755+46.9% |
| Participant deferral / active EE | $5,950 | $6,522-8.8% | $5,682+4.7% | $6,713-11.4% |
| Admin fee / account holder | $525 | $16,158-96.8% | $13,215-96.0% | $11,407-95.4% |