Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $217,734 | $88,815+145.2% | $81,882+165.9% | $145,897+49.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.30% | 1033.75%-1020.4pp | 779.47%-766.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $8,638 | $3,086+179.9% | $2,916+196.2% | $4,663+85.3% |
| Participant deferral / active EE | $30,234 | $4,647+550.6% | $4,323+599.4% | $6,689+352.0% |
| Admin fee / account holder | $319 | $8,434-96.2% | $7,360-95.7% | $13,390-97.6% |