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 | $183,093 | $209,847-12.7% | $189,520-3.4% | $167,518+9.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.68% | 748.45%-734.8pp | 555.25%-541.6pp | 478.71%-465.0pp |
| Employer contribution / active EE | $2,475 | $6,913-64.2% | $6,161-59.8% | $4,838-48.8% |
| Participant deferral / active EE | $4,589 | $8,934-48.6% | $8,220-44.2% | $6,342-27.6% |
| Admin fee / account holder | $1,368 | $14,295-90.4% | $12,046-88.6% | $12,312-88.9% |