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 | $214,836 | $150,442+42.8% | $136,295+57.6% | $147,585+45.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.89% | 1049.09%-1027.2pp | 5155.97%-5134.1pp | 578.56%-556.7pp |
| Employer contribution / active EE | $3,860 | $5,256-26.6% | $4,695-17.8% | $4,876-20.8% |
| Participant deferral / active EE | $10,565 | $6,630+59.3% | $6,247+69.1% | $5,439+94.3% |
| Admin fee / account holder | $4,111 | $10,905-62.3% | $9,243-55.5% | $10,885-62.2% |