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 | $137,396 | $150,442-8.7% | $136,295+0.8% | $147,585-6.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.64% | 1049.09%-1037.5pp | 5155.97%-5144.3pp | 578.56%-566.9pp |
| Employer contribution / active EE | $10,308 | $5,256+96.1% | $4,695+119.5% | $4,876+111.4% |
| Participant deferral / active EE | $7,838 | $6,630+18.2% | $6,247+25.5% | $5,439+44.1% |
| Admin fee / account holder | $10,010 | $10,905-8.2% | $9,243+8.3% | $10,885-8.0% |