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 | $185,568 | $114,130+62.6% | $96,192+92.9% | $167,553+10.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.03% | 190.07%-173.0pp | 192.09%-175.1pp | 478.89%-461.9pp |
| Employer contribution / active EE | $8,343 | $3,431+143.2% | $2,799+198.0% | $4,840+72.4% |
| Participant deferral / active EE | $4,633 | $5,198-10.9% | $4,351+6.5% | $6,343-26.9% |
| Admin fee / account holder | $2,450 | $6,901-64.5% | $5,539-55.8% | $12,316-80.1% |