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 | $225,256 | $144,130+56.3% | $117,860+91.1% | $147,585+52.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.59% | 531.20%-513.6pp | 335.10%-317.5pp | 578.58%-561.0pp |
| Employer contribution / active EE | $3,778 | $4,897-22.8% | $3,786-0.2% | $4,876-22.5% |
| Participant deferral / active EE | $8,640 | $5,316+62.5% | $4,482+92.8% | $5,439+58.9% |
| Admin fee / account holder | $3,215 | $10,887-70.5% | $8,021-59.9% | $10,886-70.5% |