Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $172,736 | $160,028+7.9% | $147,080+17.4% | $145,884+18.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.89% | 98.60%-76.7pp | 420.17%-398.3pp | 551.85%-530.0pp |
| Employer contribution / active EE | $11,569 | $5,286+118.9% | $4,933+134.5% | $4,662+148.1% |
| Participant deferral / active EE | $16,631 | $8,422+97.5% | $8,066+106.2% | $6,690+148.6% |
| Admin fee / account holder | $7,615 | $15,030-49.3% | $12,989-41.4% | $13,392-43.1% |