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 | $166,456 | $150,447+10.6% | $136,298+22.1% | $147,586+12.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.38% | 1049.15%-1036.8pp | 5156.27%-5143.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $11,835 | $5,256+125.2% | $4,696+152.0% | $4,876+142.7% |
| Participant deferral / active EE | $11,748 | $6,631+77.2% | $6,247+88.1% | $5,439+116.0% |
| Admin fee / account holder | $3,664 | $10,906-66.4% | $9,244-60.4% | $10,886-66.3% |