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 | $149,284 | $167,030-10.6% | $135,768+10.0% | $155,188-3.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 6.98% | 678.39%-671.4pp | 526.10%-519.1pp | 148.84%-141.9pp |
| Employer contribution / active EE | $9,000 | $4,132+117.8% | $3,394+165.2% | $4,248+111.9% |
| Participant deferral / active EE | $34,750 | $4,528+667.5% | $3,977+773.7% | $6,531+432.1% |
| Admin fee / account holder | $530 | $8,172-93.5% | $7,048-92.5% | $14,480-96.3% |