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 | $187,244 | $198,457-5.7% | $170,435+9.9% | $147,586+26.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.52% | 257.30%-242.8pp | 205.94%-191.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $13,174 | $6,183+113.1% | $5,432+142.5% | $4,876+170.2% |
| Participant deferral / active EE | $4,659 | $5,629-17.2% | $4,939-5.7% | $5,439-14.3% |
| Admin fee / account holder | $3,198 | $16,852-81.0% | $13,881-77.0% | $10,886-70.6% |