Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $166,816 | $159,978+4.3% | $147,041+13.4% | $145,978+14.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 98.36%-87.6pp | 419.21%-408.4pp | 550.52%-539.7pp |
| Employer contribution / active EE | $2,809 | $5,288-46.9% | $4,935-43.1% | $4,662-39.7% |
| Participant deferral / active EE | $15,750 | $8,429+86.9% | $8,071+95.1% | $6,690+135.4% |
| Admin fee / account holder | $1,104 | $15,053-92.7% | $13,006-91.5% | $13,400-91.8% |