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 | $199,147 | $160,040+24.4% | $147,096+35.4% | $145,877+36.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.02% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.3pp |
| Employer contribution / active EE | $11,523 | $5,289+117.8% | $4,936+133.4% | $4,663+147.1% |
| Participant deferral / active EE | $6,952 | $8,429-17.5% | $8,071-13.9% | $6,691+3.9% |
| Admin fee / account holder | $33,300 | $15,050+121.3% | $13,005+156.0% | $13,402+148.5% |