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 | $214,158 | $184,000+16.4% | $162,185+32.0% | $152,909+40.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.93% | 150.80%-128.9pp | 115.61%-93.7pp | 345.46%-323.5pp |
| Employer contribution / active EE | $8,074 | $6,370+26.7% | $5,613+43.8% | $4,764+69.5% |
| Participant deferral / active EE | $15,894 | $8,033+97.9% | $7,297+117.8% | $5,851+171.6% |
| Admin fee / account holder | $69,161 | $13,124+427.0% | $10,844+537.8% | $11,601+496.2% |