Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $199,737 | $176,688+13.0% | $130,660+52.9% | $152,909+30.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 24.03% | 2693.08%-2669.1pp | 1709.29%-1685.3pp | 345.46%-321.4pp |
| Employer contribution / active EE | $5,154 | $5,743-10.3% | $4,092+25.9% | $4,764+8.2% |
| Participant deferral / active EE | $9,579 | $4,362+119.6% | $3,603+165.9% | $5,851+63.7% |
| Admin fee / account holder | $513 | $7,131-92.8% | $5,463-90.6% | $11,601-95.6% |