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 | $228,015 | $168,636+35.2% | $147,617+54.5% | $125,393+81.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.84% | 77.65%-79.5pp | 61.98%-63.8pp | 282.23%-284.1pp |
| Employer contribution / active EE | $13,591 | $6,252+117.4% | $5,565+144.2% | $4,866+179.3% |
| Participant deferral / active EE | $7,824 | $5,507+42.1% | $4,895+59.8% | $5,351+46.2% |
| Admin fee / account holder | $25,476 | $13,580+87.6% | $11,611+119.4% | $9,541+167.0% |