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 | $200,071 | $202,342-1.1% | $172,753+15.8% | $152,909+30.8% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.5%-3.9pp |
| Annual return | 17.91% | 1029.88%-1012.0pp | 803.00%-785.1pp | 345.46%-327.6pp |
| Employer contribution / active EE | $2,143 | $5,857-63.4% | $5,144-58.3% | $4,764-55.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,766 | $17,112-25.4% | $13,956-8.5% | $11,601+10.0% |