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 | $155,780 | $160,040-2.7% | $147,096+5.9% | $145,877+6.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 98.49%-83.1pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $2,224 | $5,289-58.0% | $4,936-54.9% | $4,663-52.3% |
| Participant deferral / active EE | $11,093 | $8,429+31.6% | $8,071+37.4% | $6,691+65.8% |
| Admin fee / account holder | $3,158 | $15,050-79.0% | $13,005-75.7% | $13,402-76.4% |