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 | $201,491 | $217,427-7.3% | $185,837+8.4% | $167,518+20.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.54% | 148.39%-128.9pp | 122.08%-102.5pp | 478.71%-459.2pp |
| Employer contribution / active EE | $22,830 | $5,874+288.6% | $5,168+341.7% | $4,838+371.8% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,568+133.5% | $6,342+105.0% |
| Admin fee / account holder | $870 | $19,816-95.6% | $16,241-94.6% | $12,312-92.9% |