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 | $224,214 | $102,429+118.9% | $147,096+52.4% | $80,925+177.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.72% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $12,519 | $3,716+236.9% | $4,936+153.6% | $2,756+354.2% |
| Participant deferral / active EE | $6,149 | $6,649-7.5% | $8,071-23.8% | $4,299+43.1% |
| Admin fee / account holder | $39,547 | $7,957+397.0% | $13,005+204.1% | $6,940+469.8% |