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 | $151,078 | $88,778+70.2% | $81,844+84.6% | $145,884+3.6% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 10.22% | 1033.03%-1022.8pp | 778.87%-768.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $15,776 | $3,087+411.1% | $2,916+440.9% | $4,662+238.4% |
| Participant deferral / active EE | $5,670 | $4,648+22.0% | $4,323+31.1% | $6,690-15.2% |
| Admin fee / account holder | $1,611 | $8,430-80.9% | $7,355-78.1% | $13,392-88.0% |