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 | $189,021 | $175,257+7.9% | $149,717+26.3% | $139,456+35.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.47% | 166.70%-145.2pp | 134.41%-112.9pp | 373.45%-352.0pp |
| Employer contribution / active EE | $2,352 | $5,477-57.1% | $4,820-51.2% | $4,753-50.5% |
| Participant deferral / active EE | $5,909 | $6,521-9.4% | $5,682+4.0% | $6,711-12.0% |
| Admin fee / account holder | $52,782 | $16,156+226.7% | $13,213+299.5% | $11,407+362.7% |