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 | $173,635 | $176,105-1.4% | $159,474+8.9% | $167,536+3.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.19% | 331.91%-316.7pp | 263.68%-248.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $6,543 | $5,299+23.5% | $4,831+35.5% | $4,839+35.2% |
| Participant deferral / active EE | $5,728 | $7,751-26.1% | $7,353-22.1% | $6,342-9.7% |
| Admin fee / account holder | $1,308 | $12,559-89.6% | $10,802-87.9% | $12,315-89.4% |