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 | $173,377 | $175,259-1.1% | $149,723+15.8% | $139,487+24.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.60% | 166.82%-142.2pp | 134.50%-109.9pp | 373.84%-349.2pp |
| Employer contribution / active EE | $8,199 | $5,478+49.7% | $4,821+70.1% | $4,755+72.4% |
| Participant deferral / active EE | $5,874 | $6,522-9.9% | $5,682+3.4% | $6,713-12.5% |
| Admin fee / account holder | $6,247 | $16,158-61.3% | $13,215-52.7% | $11,407-45.2% |