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 | $174,017 | $150,435+15.7% | $120,580+44.3% | $145,897+19.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.89% | 154.60%-142.7pp | 107.48%-95.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $6,237 | $4,352+43.3% | $3,469+79.8% | $4,663+33.8% |
| Participant deferral / active EE | $11,524 | $6,174+86.6% | $4,995+130.7% | $6,689+72.3% |
| Admin fee / account holder | $954 | $12,182-92.2% | $9,418-89.9% | $13,390-92.9% |