Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $241,238 | $217,427+11.0% | $185,837+29.8% | $167,518+44.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 73.27% | 148.39%-75.1pp | 122.08%-48.8pp | 478.71%-405.4pp |
| Employer contribution / active EE | $20,000 | $5,874+240.5% | $5,168+287.0% | $4,838+313.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,000 | $19,816-95.0% | $16,241-93.8% | $12,312-91.9% |