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 | $228,651 | $169,361+35.0% | $129,397+76.7% | $145,877+56.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.73% | 14395.54%-14382.8pp | 9453.98%-9441.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $16,144 | $5,542+191.3% | $4,154+288.6% | $4,663+246.2% |
| Participant deferral / active EE | $12,432 | $4,987+149.3% | $4,167+198.3% | $6,691+85.8% |
| Admin fee / account holder | $32,962 | $9,903+232.9% | $7,679+329.3% | $13,402+145.9% |