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 | $159,372 | $160,070-0.4% | $147,117+8.3% | $145,897+9.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.00% | 98.69%-84.7pp | 420.54%-406.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $7,799 | $5,285+47.6% | $4,932+58.1% | $4,663+67.3% |
| Participant deferral / active EE | $7,660 | $8,419-9.0% | $8,065-5.0% | $6,689+14.5% |
| Admin fee / account holder | $7,734 | $15,035-48.6% | $12,993-40.5% | $13,390-42.2% |