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 | $134,443 | $175,231-23.3% | $149,696-10.2% | $139,466-3.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.10% | 166.77%-151.7pp | 134.46%-119.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $8,696 | $5,478+58.7% | $4,821+80.4% | $4,754+82.9% |
| Participant deferral / active EE | $6,698 | $6,521+2.7% | $5,682+17.9% | $6,712-0.2% |
| Admin fee / account holder | $3,639 | $16,155-77.5% | $13,212-72.5% | $11,409-68.1% |