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 | $193,566 | $167,030+15.9% | $135,768+42.6% | $155,188+24.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.20% | 678.39%-667.2pp | 526.10%-514.9pp | 148.84%-137.6pp |
| Employer contribution / active EE | $16,049 | $4,132+288.4% | $3,394+372.9% | $4,248+277.8% |
| Participant deferral / active EE | $12,683 | $4,528+180.1% | $3,977+218.9% | $6,531+94.2% |
| Admin fee / account holder | $1,792 | $8,172-78.1% | $7,048-74.6% | $14,480-87.6% |