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 | $239,850 | $177,353+35.2% | $158,226+51.6% | $198,609+20.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 17.29% | 599.50%-582.2pp | 501.41%-484.1pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,713 | $3,239+14.7% | $2,986+24.4% | $5,055-26.5% |
| Participant deferral / active EE | $11,323 | $4,615+145.4% | $4,317+162.3% | $6,977+62.3% |
| Admin fee / account holder | $856 | $10,960-92.2% | $10,217-91.6% | $19,030-95.5% |