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 | $191,062 | $85,171+124.3% | $172,753+10.6% | $72,976+161.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.74% | 27.32%-6.6pp | 803.00%-782.3pp | 81.02%-60.3pp |
| Employer contribution / active EE | $6,453 | $3,324+94.1% | $5,144+25.5% | $2,440+164.5% |
| Participant deferral / active EE | $5,154 | $3,260+58.1% | $5,198-0.8% | $3,608+42.9% |
| Admin fee / account holder | $3,209 | $5,880-45.4% | $13,956-77.0% | $5,124-37.4% |