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 | $189,495 | $160,070+18.4% | $147,117+28.8% | $145,897+29.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.54% | 98.69%-82.1pp | 420.54%-404.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $7,831 | $5,285+48.2% | $4,932+58.8% | $4,663+68.0% |
| Participant deferral / active EE | $12,162 | $8,419+44.5% | $8,065+50.8% | $6,689+81.8% |
| Admin fee / account holder | $33,943 | $15,035+125.8% | $12,993+161.2% | $13,390+153.5% |