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 | $162,144 | $78,707+106.0% | $117,861+37.6% | $70,126+131.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 139.02% | 23.30%+115.7pp | 335.11%-196.1pp | 73.15%+65.9pp |
| Employer contribution / active EE | $8,006 | $2,223+260.1% | $3,786+111.4% | $2,343+241.8% |
| Participant deferral / active EE | $2,938 | $3,297-10.9% | $4,482-34.5% | $3,332-11.8% |
| Admin fee / account holder | $14,797 | $5,066+192.1% | $8,021+84.5% | $4,645+218.5% |