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 | $186,348 | $150,447+23.9% | $136,298+36.7% | $147,586+26.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.64% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-564.0pp |
| Employer contribution / active EE | $8,386 | $5,256+59.5% | $4,696+78.6% | $4,876+72.0% |
| Participant deferral / active EE | $8,867 | $6,631+33.7% | $6,247+41.9% | $5,439+63.0% |
| Admin fee / account holder | $653 | $10,906-94.0% | $9,244-92.9% | $10,886-94.0% |