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 | $242,817 | $150,442+61.4% | $136,295+78.2% | $147,585+64.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.76% | 1049.09%-1031.3pp | 5155.97%-5138.2pp | 578.56%-560.8pp |
| Employer contribution / active EE | $10,990 | $5,256+109.1% | $4,695+134.0% | $4,876+125.4% |
| Participant deferral / active EE | $16,853 | $6,630+154.2% | $6,247+169.8% | $5,439+209.9% |
| Admin fee / account holder | $1,523 | $10,905-86.0% | $9,243-83.5% | $10,885-86.0% |