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 | $149,154 | $150,447-0.9% | $136,298+9.4% | $147,586+1.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.59% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $10,263 | $5,256+95.2% | $4,696+118.6% | $4,876+110.5% |
| Participant deferral / active EE | $13,684 | $6,631+106.4% | $6,247+119.0% | $5,439+151.6% |
| Admin fee / account holder | $6,910 | $10,906-36.6% | $9,244-25.2% | $10,886-36.5% |