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 | $195,369 | $109,905+77.8% | $98,506+98.3% | $167,553+16.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.43% | 1960.20%-1945.8pp | 1494.92%-1480.5pp | 478.89%-464.5pp |
| Employer contribution / active EE | $3,399 | $3,226+5.4% | $2,961+14.8% | $4,840-29.8% |
| Participant deferral / active EE | $11,893 | $4,674+154.4% | $4,277+178.1% | $6,343+87.5% |
| Admin fee / account holder | $1,786 | $6,760-73.6% | $5,955-70.0% | $12,316-85.5% |