Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $115,267 | $45,152+155.3% | $73,845+56.1% | $59,632+93.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.82% | 27.40%-25.6pp | 2267.91%-2266.1pp | 2041.32%-2039.5pp |
| Employer contribution / active EE | $20,937 | $1,902+1000.9% | $2,788+651.1% | $2,203+850.6% |
| Participant deferral / active EE | $1,934 | $2,574-24.9% | $3,583-46.0% | $3,192-39.4% |
| Admin fee / account holder | $17,166 | $3,516+388.2% | $4,881+251.7% | $4,297+299.5% |