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 | $124,065 | $106,005+17.0% | $92,239+34.5% | $147,585-15.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.83% | 50.05%-29.2pp | 176.29%-155.5pp | 578.58%-557.8pp |
| Employer contribution / active EE | $19,568 | $4,333+351.6% | $3,680+431.8% | $4,876+301.3% |
| Participant deferral / active EE | $10,376 | $4,478+131.7% | $3,897+166.2% | $5,439+90.8% |
| Admin fee / account holder | $8,423 | $6,333+33.0% | $5,194+62.2% | $10,886-22.6% |