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 | $230,482 | $150,447+53.2% | $136,298+69.1% | $147,586+56.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.30% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $4,251 | $5,256-19.1% | $4,696-9.5% | $4,876-12.8% |
| Participant deferral / active EE | $9,356 | $6,631+41.1% | $6,247+49.8% | $5,439+72.0% |
| Admin fee / account holder | $2,898 | $10,906-73.4% | $9,244-68.7% | $10,886-73.4% |