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 | $167,298 | $176,105-5.0% | $159,474+4.9% | $167,536-0.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.19% | 331.91%-320.7pp | 263.68%-252.5pp | 478.82%-467.6pp |
| Employer contribution / active EE | $3,998 | $5,299-24.6% | $4,831-17.2% | $4,839-17.4% |
| Participant deferral / active EE | $22,200 | $7,751+186.4% | $7,353+201.9% | $6,342+250.0% |
| Admin fee / account holder | $56,831 | $12,559+352.5% | $10,802+426.1% | $12,315+361.5% |