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 | $197,339 | $176,120+12.0% | $159,487+23.7% | $167,553+17.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.83% | 331.95%-320.1pp | 263.71%-251.9pp | 478.89%-467.1pp |
| Employer contribution / active EE | $10,739 | $5,299+102.6% | $4,831+122.3% | $4,840+121.9% |
| Participant deferral / active EE | $10,773 | $7,752+39.0% | $7,354+46.5% | $6,343+69.8% |
| Admin fee / account holder | $2,060 | $12,561-83.6% | $10,804-80.9% | $12,316-83.3% |