Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $175,222 | $160,070+9.5% | $147,117+19.1% | $145,897+20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.32% | 98.69%-77.4pp | 420.54%-399.2pp | 552.29%-531.0pp |
| Employer contribution / active EE | $4,942 | $5,285-6.5% | $4,932+0.2% | $4,663+6.0% |
| Participant deferral / active EE | $17,171 | $8,419+103.9% | $8,065+112.9% | $6,689+156.7% |
| Admin fee / account holder | $1,355 | $15,035-91.0% | $12,993-89.6% | $13,390-89.9% |