Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $222,660 | $160,070+39.1% | $147,117+51.3% | $145,897+52.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.95% | 98.69%-81.7pp | 420.54%-403.6pp | 552.29%-535.3pp |
| Employer contribution / active EE | $97,041 | $5,285+1736.3% | $4,932+1867.4% | $4,663+1981.3% |
| Participant deferral / active EE | $22,985 | $8,419+173.0% | $8,065+185.0% | $6,689+243.6% |
| Admin fee / account holder | $30,129 | $15,035+100.4% | $12,993+131.9% | $13,390+125.0% |