Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $149,250 | $160,040-6.7% | $147,096+1.5% | $145,877+2.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.99% | 98.49%-84.5pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $10,350 | $5,289+95.7% | $4,936+109.7% | $4,663+122.0% |
| Participant deferral / active EE | $15,856 | $8,429+88.1% | $8,071+96.5% | $6,691+137.0% |
| Admin fee / account holder | $660 | $15,050-95.6% | $13,005-94.9% | $13,402-95.1% |