Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $210,753 | $169,161+24.6% | $129,295+63.0% | $145,959+44.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.82% | 14348.07%-14335.2pp | 9429.28%-9416.5pp | 561.95%-549.1pp |
| Employer contribution / active EE | $31,713 | $5,543+472.1% | $4,157+662.9% | $4,661+580.4% |
| Participant deferral / active EE | $11,500 | $4,989+130.5% | $4,169+175.8% | $6,689+71.9% |
| Admin fee / account holder | $1,967 | $9,878-80.1% | $7,665-74.3% | $13,398-85.3% |