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 | $192,562 | $171,865+12.0% | $149,718+28.6% | $147,585+30.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 34.06% | 2113.29%-2079.2pp | 1501.67%-1467.6pp | 578.56%-544.5pp |
| Employer contribution / active EE | $21,249 | $6,275+238.6% | $5,445+290.3% | $4,876+335.8% |
| Participant deferral / active EE | $15,738 | $7,270+116.5% | $6,569+139.6% | $5,439+189.4% |
| Admin fee / account holder | $546 | $13,799-96.0% | $11,283-95.2% | $10,885-95.0% |