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 | $170,203 | $106,008+60.6% | $92,240+84.5% | $147,586+15.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.63% | 50.05%-36.4pp | 176.29%-162.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $21,799 | $4,333+403.0% | $3,680+492.4% | $4,876+347.0% |
| Participant deferral / active EE | $11,755 | $4,478+162.5% | $3,897+201.6% | $5,439+116.1% |
| Admin fee / account holder | $11,110 | $6,333+75.4% | $5,194+113.9% | $10,886+2.1% |