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 | $221,526 | $176,077+25.8% | $159,455+38.9% | $167,518+32.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 49.33% | 331.83%-282.5pp | 263.63%-214.3pp | 478.71%-429.4pp |
| Employer contribution / active EE | $2,700 | $5,298-49.0% | $4,830-44.1% | $4,838-44.2% |
| Participant deferral / active EE | $16,500 | $7,751+112.9% | $7,353+124.4% | $6,342+160.2% |
| Admin fee / account holder | $614 | $12,556-95.1% | $10,800-94.3% | $12,312-95.0% |