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 | $168,836 | $176,120-4.1% | $159,487+5.9% | $167,553+0.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.90% | 331.95%-321.0pp | 263.71%-252.8pp | 478.89%-468.0pp |
| Employer contribution / active EE | $8,392 | $5,299+58.4% | $4,831+73.7% | $4,840+73.4% |
| Participant deferral / active EE | $14,001 | $7,752+80.6% | $7,354+90.4% | $6,343+120.7% |
| Admin fee / account holder | $6,057 | $12,561-51.8% | $10,804-43.9% | $12,316-50.8% |