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 | $170,111 | $175,231-2.9% | $149,696+13.6% | $139,466+22.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.78% | 166.77%-151.0pp | 134.46%-118.7pp | 373.66%-357.9pp |
| Employer contribution / active EE | $6,705 | $5,478+22.4% | $4,821+39.1% | $4,754+41.0% |
| Participant deferral / active EE | $7,636 | $6,521+17.1% | $5,682+34.4% | $6,712+13.8% |
| Admin fee / account holder | $1,302 | $16,155-91.9% | $13,212-90.1% | $11,409-88.6% |