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 | $161,515 | $150,442+7.4% | $136,295+18.5% | $147,585+9.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.01% | 1049.09%-1028.1pp | 5155.97%-5135.0pp | 578.56%-557.5pp |
| Employer contribution / active EE | $8,758 | $5,256+66.6% | $4,695+86.5% | $4,876+79.6% |
| Participant deferral / active EE | $16,097 | $6,630+142.8% | $6,247+157.7% | $5,439+196.0% |
| Admin fee / account holder | $18,182 | $10,905+66.7% | $9,243+96.7% | $10,885+67.0% |