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 | $197,752 | $171,867+15.1% | $149,721+32.1% | $147,586+34.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.56% | 2113.36%-2095.8pp | 1501.67%-1484.1pp | 578.59%-561.0pp |
| Employer contribution / active EE | $2,406 | $6,275-61.7% | $5,444-55.8% | $4,876-50.7% |
| Participant deferral / active EE | $9,529 | $7,270+31.1% | $6,568+45.1% | $5,439+75.2% |
| Admin fee / account holder | $1,060 | $13,799-92.3% | $11,282-90.6% | $10,886-90.3% |