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 | $163,062 | $166,268-1.9% | $165,100-1.2% | $145,897+11.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.24% | 100.52%-90.3pp | 70.21%-60.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $10,955 | $5,284+107.3% | $4,348+152.0% | $4,663+135.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,470 | $16,659-91.2% | $12,696-88.4% | $13,390-89.0% |