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 | $169,250 | $171,492-1.3% | $150,734+12.3% | $198,609-14.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 9.02% | 804.70%-795.7pp | 600.81%-591.8pp | 202.70%-193.7pp |
| Employer contribution / active EE | $6,092 | $5,470+11.4% | $4,918+23.9% | $5,055+20.5% |
| Participant deferral / active EE | $5,654 | $6,259-9.7% | $5,610+0.8% | $6,977-19.0% |
| Admin fee / account holder | $1,371 | $17,628-92.2% | $14,905-90.8% | $19,030-92.8% |