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 | $211,495 | $168,635+25.4% | $147,617+43.3% | $125,389+68.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.56% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $15,600 | $6,252+149.5% | $5,564+180.4% | $4,866+220.6% |
| Participant deferral / active EE | $17,500 | $5,507+217.8% | $4,895+257.5% | $5,352+227.0% |
| Admin fee / account holder | $1,555 | $13,580-88.5% | $11,612-86.6% | $9,541-83.7% |