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 | $225,449 | $160,070+40.8% | $147,117+53.2% | $145,897+54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.89% | 98.69%-81.8pp | 420.54%-403.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $10,339 | $5,285+95.7% | $4,932+109.6% | $4,663+121.7% |
| Participant deferral / active EE | $6,164 | $8,419-26.8% | $8,065-23.6% | $6,689-7.9% |
| Admin fee / account holder | $758 | $15,035-95.0% | $12,993-94.2% | $13,390-94.3% |