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 | $234,447 | $114,130+105.4% | $96,192+143.7% | $167,553+39.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.69% | 190.07%-178.4pp | 192.09%-180.4pp | 478.89%-467.2pp |
| Employer contribution / active EE | $17,661 | $3,431+414.8% | $2,799+530.9% | $4,840+264.9% |
| Participant deferral / active EE | $11,700 | $5,198+125.1% | $4,351+168.9% | $6,343+84.5% |
| Admin fee / account holder | $992 | $6,901-85.6% | $5,539-82.1% | $12,316-91.9% |