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 | $231,729 | $150,442+54.0% | $136,295+70.0% | $147,585+57.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.69% | 1049.09%-1033.4pp | 5155.97%-5140.3pp | 578.56%-562.9pp |
| Employer contribution / active EE | $9,556 | $5,256+81.8% | $4,695+103.5% | $4,876+96.0% |
| Participant deferral / active EE | $24,000 | $6,630+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $1,371 | $10,905-87.4% | $9,243-85.2% | $10,885-87.4% |