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 | $220,675 | $121,701+81.3% | $104,639+110.9% | $158,982+38.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.24% | 465.72%-455.5pp | 340.67%-330.4pp | 302.99%-292.8pp |
| Employer contribution / active EE | $4,471 | $3,165+41.2% | $2,682+66.7% | $4,763-6.1% |
| Participant deferral / active EE | $5,511 | $4,176+32.0% | $3,738+47.4% | $5,983-7.9% |
| Admin fee / account holder | $84,720 | $7,778+989.2% | $6,465+1210.4% | $11,252+653.0% |