Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $154,961 | $175,259-11.6% | $149,723+3.5% | $139,487+11.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.87% | 166.82%-154.0pp | 134.50%-121.6pp | 373.84%-361.0pp |
| Employer contribution / active EE | $5,445 | $5,478-0.6% | $4,821+12.9% | $4,755+14.5% |
| Participant deferral / active EE | $7,085 | $6,522+8.6% | $5,682+24.7% | $6,713+5.5% |
| Admin fee / account holder | $40,303 | $16,158+149.4% | $13,215+205.0% | $11,407+253.3% |