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 | $183,280 | $106,008+72.9% | $92,240+98.7% | $147,586+24.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.37% | 50.05%-37.7pp | 176.29%-163.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $6,794 | $4,333+56.8% | $3,680+84.6% | $4,876+39.3% |
| Participant deferral / active EE | $2,561 | $4,478-42.8% | $3,897-34.3% | $5,439-52.9% |
| Admin fee / account holder | $3,529 | $6,333-44.3% | $5,194-32.1% | $10,886-67.6% |