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 | $182,210 | $85,171+113.9% | $172,752+5.5% | $72,975+149.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.71% | 27.32%-5.6pp | 802.97%-781.3pp | 81.01%-59.3pp |
| Employer contribution / active EE | $9,682 | $3,324+191.3% | $5,144+88.2% | $2,440+296.8% |
| Participant deferral / active EE | $7,544 | $3,260+131.4% | $5,198+45.1% | $3,608+109.1% |
| Admin fee / account holder | $430 | $5,880-92.7% | $13,955-96.9% | $5,124-91.6% |