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 | $162,609 | $160,040+1.6% | $147,096+10.5% | $145,877+11.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.78% | 98.49%-88.7pp | 419.75%-410.0pp | 551.28%-541.5pp |
| Employer contribution / active EE | $5,502 | $5,289+4.0% | $4,936+11.5% | $4,663+18.0% |
| Participant deferral / active EE | $9,218 | $8,429+9.4% | $8,071+14.2% | $6,691+37.8% |
| Admin fee / account holder | $1,655 | $15,050-89.0% | $13,005-87.3% | $13,402-87.6% |