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 | $167,373 | $183,988-9.0% | $162,177+3.2% | $152,897+9.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.85% | 150.79%-127.9pp | 115.60%-92.7pp | 345.43%-322.6pp |
| Employer contribution / active EE | $13,080 | $6,370+105.3% | $5,613+133.0% | $4,764+174.6% |
| Participant deferral / active EE | $13,959 | $8,032+73.8% | $7,297+91.3% | $5,851+138.6% |
| Admin fee / account holder | $610 | $13,123-95.4% | $10,843-94.4% | $11,599-94.7% |