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 | $203,633 | $106,003+92.1% | $92,236+120.8% | $147,585+38.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.05% | 50.05%-37.0pp | 176.29%-163.2pp | 578.57%-565.5pp |
| Employer contribution / active EE | $4,977 | $4,333+14.9% | $3,679+35.3% | $4,876+2.1% |
| Participant deferral / active EE | $4,690 | $4,478+4.7% | $3,897+20.3% | $5,439-13.8% |
| Admin fee / account holder | $433 | $6,333-93.2% | $5,194-91.7% | $10,885-96.0% |