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 | $188,970 | $99,009+90.9% | $86,581+118.3% | $147,585+28.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.25% | 1312.70%-1297.5pp | 965.06%-949.8pp | 578.58%-563.3pp |
| Employer contribution / active EE | $10,225 | $3,132+226.4% | $2,840+260.1% | $4,876+109.7% |
| Participant deferral / active EE | $11,243 | $3,972+183.0% | $3,609+211.6% | $5,439+106.7% |
| Admin fee / account holder | $2,152 | $5,709-62.3% | $4,904-56.1% | $10,886-80.2% |