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 | $217,639 | $171,865+26.6% | $149,718+45.4% | $147,585+47.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.65% | 2113.29%-2098.6pp | 1501.67%-1487.0pp | 578.56%-563.9pp |
| Employer contribution / active EE | $10,291 | $6,275+64.0% | $5,445+89.0% | $4,876+111.0% |
| Participant deferral / active EE | $11,448 | $7,270+57.5% | $6,569+74.3% | $5,439+110.5% |
| Admin fee / account holder | $9,782 | $13,799-29.1% | $11,283-13.3% | $10,885-10.1% |