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 | $178,793 | $160,040+11.7% | $147,096+21.5% | $145,877+22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.54% | 98.49%-79.0pp | 419.75%-400.2pp | 551.28%-531.7pp |
| Employer contribution / active EE | $14,188 | $5,289+168.2% | $4,936+187.4% | $4,663+204.3% |
| Participant deferral / active EE | $12,998 | $8,429+54.2% | $8,071+61.0% | $6,691+94.3% |
| Admin fee / account holder | $10,161 | $15,050-32.5% | $13,005-21.9% | $13,402-24.2% |