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 | $179,752 | $160,070+12.3% | $147,117+22.2% | $145,897+23.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.78% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $3,766 | $5,285-28.7% | $4,932-23.6% | $4,663-19.2% |
| Participant deferral / active EE | $5,433 | $8,419-35.5% | $8,065-32.6% | $6,689-18.8% |
| Admin fee / account holder | $111,372 | $15,035+640.7% | $12,993+757.2% | $13,390+731.7% |