Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $124,072 | $175,257-29.2% | $149,717-17.1% | $139,456-11.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.91% | 166.70%-151.8pp | 134.41%-119.5pp | 373.45%-358.5pp |
| Employer contribution / active EE | $4,373 | $5,477-20.2% | $4,820-9.3% | $4,753-8.0% |
| Participant deferral / active EE | $5,163 | $6,521-20.8% | $5,682-9.1% | $6,711-23.1% |
| Admin fee / account holder | $12,729 | $16,156-21.2% | $13,213-3.7% | $11,407+11.6% |