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 | $156,798 | $150,446+4.2% | $136,297+15.0% | $147,585+6.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.38% | 1049.14%-1034.8pp | 5156.19%-5141.8pp | 578.58%-564.2pp |
| Employer contribution / active EE | $5,489 | $5,256+4.4% | $4,696+16.9% | $4,876+12.6% |
| Participant deferral / active EE | $4,065 | $6,631-38.7% | $6,247-34.9% | $5,439-25.3% |
| Admin fee / account holder | $12,191 | $10,906+11.8% | $9,244+31.9% | $10,886+12.0% |