Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $215,845 | $234,190-7.8% | $180,320+19.7% | $198,609+8.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 18.23% | 1057.44%-1039.2pp | 778.54%-760.3pp | 202.70%-184.5pp |
| Employer contribution / active EE | $17,020 | $5,258+223.7% | $4,108+314.4% | $5,055+236.7% |
| Participant deferral / active EE | $15,299 | $4,988+206.7% | $4,304+255.4% | $6,977+119.3% |
| Admin fee / account holder | $2,797 | $12,558-77.7% | $10,000-72.0% | $19,030-85.3% |