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 | $209,188 | $150,447+39.0% | $136,298+53.5% | $147,586+41.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.55% | 1049.15%-1036.6pp | 5156.27%-5143.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $8,898 | $5,256+69.3% | $4,696+89.5% | $4,876+82.5% |
| Participant deferral / active EE | $7,664 | $6,631+15.6% | $6,247+22.7% | $5,439+40.9% |
| Admin fee / account holder | $2,528 | $10,906-76.8% | $9,244-72.7% | $10,886-76.8% |