Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $237,835 | $160,028+48.6% | $147,080+61.7% | $145,884+63.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.99% | 98.60%-79.6pp | 420.17%-401.2pp | 551.85%-532.9pp |
| Employer contribution / active EE | $15,650 | $5,286+196.1% | $4,933+217.2% | $4,662+235.7% |
| Participant deferral / active EE | $12,986 | $8,422+54.2% | $8,066+61.0% | $6,690+94.1% |
| Admin fee / account holder | $19,958 | $15,030+32.8% | $12,989+53.7% | $13,392+49.0% |