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 | $160,077 | $180,459-11.3% | $154,108+3.9% | $135,380+18.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.19% | 888.21%-887.0pp | 735.21%-734.0pp | 519.81%-518.6pp |
| Employer contribution / active EE | $4,289 | $6,035-28.9% | $5,298-19.0% | $4,779-10.2% |
| Participant deferral / active EE | $9,669 | $5,806+66.5% | $5,081+90.3% | $5,609+72.4% |
| Admin fee / account holder | $583 | $16,145-96.4% | $13,411-95.7% | $10,828-94.6% |