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 | $187,780 | $175,259+7.1% | $149,723+25.4% | $139,487+34.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.02% | 166.82%-150.8pp | 134.50%-118.5pp | 373.84%-357.8pp |
| Employer contribution / active EE | $4,562 | $5,478-16.7% | $4,821-5.4% | $4,755-4.1% |
| Participant deferral / active EE | $11,321 | $6,522+73.6% | $5,682+99.2% | $6,713+68.7% |
| Admin fee / account holder | $12,163 | $16,158-24.7% | $13,215-8.0% | $11,407+6.6% |