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 | $160,699 | $209,422-23.3% | $178,503-10.0% | $158,982+1.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.18% | 188.81%-174.6pp | 151.12%-136.9pp | 302.99%-288.8pp |
| Employer contribution / active EE | $6,130 | $5,707+7.4% | $5,011+22.3% | $4,763+28.7% |
| Participant deferral / active EE | $5,026 | $5,955-15.6% | $5,202-3.4% | $5,983-16.0% |
| Admin fee / account holder | $2,985 | $17,079-82.5% | $13,987-78.7% | $11,252-73.5% |