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 | $167,525 | $106,008+58.0% | $92,240+81.6% | $147,586+13.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.73% | 50.05%-37.3pp | 176.29%-163.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $4,137 | $4,333-4.5% | $3,680+12.4% | $4,876-15.2% |
| Participant deferral / active EE | $7,014 | $4,478+56.6% | $3,897+80.0% | $5,439+29.0% |
| Admin fee / account holder | $853 | $6,333-86.5% | $5,194-83.6% | $10,886-92.2% |