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 | $130,618 | $198,470-34.2% | $170,444-23.4% | $147,585-11.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.14% | 257.30%-240.2pp | 205.94%-188.8pp | 578.56%-561.4pp |
| Employer contribution / active EE | $11,813 | $6,184+91.0% | $5,433+117.4% | $4,876+142.3% |
| Participant deferral / active EE | $6,360 | $5,629+13.0% | $4,939+28.8% | $5,439+16.9% |
| Admin fee / account holder | $727 | $16,852-95.7% | $13,881-94.8% | $10,885-93.3% |