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 | $197,107 | $108,942+80.9% | $100,415+96.3% | $145,897+35.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.28% | 58.27%-47.0pp | 49.47%-38.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $4,517 | $4,422+2.1% | $3,943+14.6% | $4,663-3.1% |
| Participant deferral / active EE | $11,706 | $8,461+38.4% | $8,091+44.7% | $6,689+75.0% |
| Admin fee / account holder | $46,038 | $9,702+374.5% | $7,906+482.3% | $13,390+243.8% |