Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $210,385 | $159,934+31.5% | $147,005+43.1% | $145,959+44.1% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 50.35% | 98.24%-47.9pp | 418.76%-368.4pp | 561.95%-511.6pp |
| Employer contribution / active EE | $30,891 | $5,287+484.2% | $4,934+526.1% | $4,661+562.8% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,794 | $15,053-61.5% | $13,006-55.5% | $13,398-56.8% |