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 | $160,028-5.7% | $147,080+2.6% | $145,884+3.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.80% | 98.60%-81.8pp | 420.17%-403.4pp | 551.85%-535.0pp |
| Employer contribution / active EE | $4,091 | $5,286-22.6% | $4,933-17.1% | $4,662-12.3% |
| Participant deferral / active EE | $16,450 | $8,422+95.3% | $8,066+103.9% | $6,690+145.9% |
| Admin fee / account holder | $152,143 | $15,030+912.3% | $12,989+1071.3% | $13,392+1036.1% |