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 | $150,860 | $159,934-5.7% | $147,005+2.6% | $145,959+3.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.80% | 98.24%-81.4pp | 418.76%-402.0pp | 561.95%-545.1pp |
| Employer contribution / active EE | $4,091 | $5,287-22.6% | $4,934-17.1% | $4,661-12.2% |
| Participant deferral / active EE | $16,450 | $8,427+95.2% | $8,070+103.8% | $6,689+145.9% |
| Admin fee / account holder | $152,143 | $15,053+910.7% | $13,006+1069.8% | $13,398+1035.6% |