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 | $244,101 | $102,393+138.4% | $147,041+66.0% | $80,911+201.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.82% | 134.95%-121.1pp | 419.21%-405.4pp | 35.63%-21.8pp |
| Employer contribution / active EE | $7,366 | $3,715+98.2% | $4,935+49.3% | $2,756+167.3% |
| Participant deferral / active EE | $12,072 | $6,647+81.6% | $8,071+49.6% | $4,297+180.9% |
| Admin fee / account holder | $32,687 | $7,943+311.5% | $13,006+151.3% | $6,935+371.4% |