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 | $235,914 | $150,442+56.8% | $136,295+73.1% | $147,585+59.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.70% | 1049.09%-1038.4pp | 5155.97%-5145.3pp | 578.56%-567.9pp |
| Employer contribution / active EE | $3,102 | $5,256-41.0% | $4,695-33.9% | $4,876-36.4% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,179 | $10,905-61.7% | $9,243-54.8% | $10,885-61.6% |