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 | $235,618 | $150,447+56.6% | $136,298+72.9% | $147,586+59.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.43% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.2pp |
| Employer contribution / active EE | $8,843 | $5,256+68.2% | $4,696+88.3% | $4,876+81.3% |
| Participant deferral / active EE | $13,041 | $6,631+96.7% | $6,247+108.8% | $5,439+139.8% |
| Admin fee / account holder | $1,339 | $10,906-87.7% | $9,244-85.5% | $10,886-87.7% |