Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $141,149 | $160,040-11.8% | $147,096-4.0% | $145,877-3.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.61% | 98.49%-86.9pp | 419.75%-408.1pp | 551.28%-539.7pp |
| Employer contribution / active EE | $5,775 | $5,289+9.2% | $4,936+17.0% | $4,663+23.8% |
| Participant deferral / active EE | $15,333 | $8,429+81.9% | $8,071+90.0% | $6,691+129.2% |
| Admin fee / account holder | $1,849 | $15,050-87.7% | $13,005-85.8% | $13,402-86.2% |