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 | $239,730 | $171,867+39.5% | $149,721+60.1% | $147,586+62.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.40% | 2113.36%-2102.0pp | 1501.67%-1490.3pp | 578.59%-567.2pp |
| Employer contribution / active EE | $14,056 | $6,275+124.0% | $5,444+158.2% | $4,876+188.2% |
| Participant deferral / active EE | $24,141 | $7,270+232.1% | $6,568+267.5% | $5,439+343.9% |
| Admin fee / account holder | $166,789 | $13,799+1108.7% | $11,282+1378.3% | $10,886+1432.2% |