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 | $182,567 | $217,432-16.0% | $185,849-1.8% | $167,536+9.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.50% | 148.42%-130.9pp | 122.10%-104.6pp | 478.82%-461.3pp |
| Employer contribution / active EE | $4,139 | $5,875-29.5% | $5,169-19.9% | $4,839-14.5% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $3,204 | $19,818-83.8% | $16,244-80.3% | $12,315-74.0% |