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 | $122,684 | $183,988-33.3% | $162,177-24.4% | $152,897-19.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.99% | 150.79%-129.8pp | 115.60%-94.6pp | 345.43%-324.4pp |
| Employer contribution / active EE | $14,429 | $6,370+126.5% | $5,613+157.1% | $4,764+202.9% |
| Participant deferral / active EE | $14,533 | $8,032+80.9% | $7,297+99.2% | $5,851+148.4% |
| Admin fee / account holder | $180,638 | $13,123+1276.5% | $10,843+1565.9% | $11,599+1457.3% |