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 | $223,814 | $73,421+204.8% | $66,439+236.9% | $155,188+44.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 15.11% | 1382.37%-1367.3pp | 757.66%-742.6pp | 148.84%-133.7pp |
| Employer contribution / active EE | $9,542 | $3,039+214.0% | $2,637+261.9% | $4,248+124.6% |
| Participant deferral / active EE | $4,804 | $4,680+2.7% | $3,876+23.9% | $6,531-26.4% |
| Admin fee / account holder | $350 | $8,856-96.1% | $6,173-94.3% | $14,480-97.6% |