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 | $180,616 | $202,342-10.7% | $172,753+4.6% | $152,909+18.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.83% | 1029.88%-1011.1pp | 803.00%-784.2pp | 345.46%-326.6pp |
| Employer contribution / active EE | $2,353 | $5,857-59.8% | $5,144-54.3% | $4,764-50.6% |
| Participant deferral / active EE | $4,122 | $5,948-30.7% | $5,198-20.7% | $5,851-29.6% |
| Admin fee / account holder | $964 | $17,112-94.4% | $13,956-93.1% | $11,601-91.7% |