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 | $213,500 | $171,867+24.2% | $149,721+42.6% | $147,586+44.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.20% | 2113.36%-2096.2pp | 1501.67%-1484.5pp | 578.59%-561.4pp |
| Employer contribution / active EE | $11,789 | $6,275+87.9% | $5,444+116.5% | $4,876+141.8% |
| Participant deferral / active EE | $10,201 | $7,270+40.3% | $6,568+55.3% | $5,439+87.6% |
| Admin fee / account holder | $11,810 | $13,799-14.4% | $11,282+4.7% | $10,886+8.5% |