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 | $159,127 | $159,934-0.5% | $147,005+8.2% | $145,959+9.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.32% | 98.24%-87.9pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $16,156 | $5,287+205.6% | $4,934+227.4% | $4,661+246.6% |
| Participant deferral / active EE | $7,470 | $8,427-11.4% | $8,070-7.4% | $6,689+11.7% |
| Admin fee / account holder | $403 | $15,053-97.3% | $13,006-96.9% | $13,398-97.0% |