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 | $196,001 | $150,446+30.3% | $136,297+43.8% | $147,585+32.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.14% | 1049.14%-1034.0pp | 5156.19%-5141.1pp | 578.58%-563.4pp |
| Employer contribution / active EE | $10,000 | $5,256+90.2% | $4,696+113.0% | $4,876+105.1% |
| Participant deferral / active EE | $7,200 | $6,631+8.6% | $6,247+15.3% | $5,439+32.4% |
| Admin fee / account holder | $4,074 | $10,906-62.6% | $9,244-55.9% | $10,886-62.6% |