Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $204,867 | $160,070+28.0% | $147,117+39.3% | $145,897+40.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.91% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,820 | $5,285-65.6% | $4,932-63.1% | $4,663-61.0% |
| Participant deferral / active EE | $6,500 | $8,419-22.8% | $8,065-19.4% | $6,689-2.8% |
| Admin fee / account holder | $344 | $15,035-97.7% | $12,993-97.4% | $13,390-97.4% |