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 | $232,802 | $175,257+32.8% | $149,717+55.5% | $139,456+66.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.75% | 166.70%-142.9pp | 134.41%-110.7pp | 373.45%-349.7pp |
| Employer contribution / active EE | $14,053 | $5,477+156.6% | $4,820+191.6% | $4,753+195.7% |
| Participant deferral / active EE | $8,382 | $6,521+28.5% | $5,682+47.5% | $6,711+24.9% |
| Admin fee / account holder | $1,778 | $16,156-89.0% | $13,213-86.5% | $11,407-84.4% |