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 | $194,276 | $99,011+96.2% | $86,582+124.4% | $147,586+31.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.62% | 1312.75%-1297.1pp | 965.08%-949.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $20,534 | $3,132+555.6% | $2,839+623.2% | $4,876+321.1% |
| Participant deferral / active EE | $4,456 | $3,972+12.2% | $3,609+23.5% | $5,439-18.1% |
| Admin fee / account holder | $5,534 | $5,709-3.1% | $4,904+12.9% | $10,886-49.2% |