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 | $172,152 | $144,130+19.4% | $117,860+46.1% | $147,585+16.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.15% | 531.20%-520.0pp | 335.10%-323.9pp | 578.58%-567.4pp |
| Employer contribution / active EE | $5,077 | $4,897+3.7% | $3,786+34.1% | $4,876+4.1% |
| Participant deferral / active EE | $6,321 | $5,316+18.9% | $4,482+41.0% | $5,439+16.2% |
| Admin fee / account holder | $711 | $10,887-93.5% | $8,021-91.1% | $10,886-93.5% |