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 | $208,671 | $110,039+89.6% | $97,260+114.5% | $145,884+43.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.69% | 244.44%-234.8pp | 75.54%-65.9pp | 551.85%-542.2pp |
| Employer contribution / active EE | $2,716 | $3,074-11.7% | $2,721-0.2% | $4,662-41.7% |
| Participant deferral / active EE | $8,663 | $4,674+85.4% | $4,262+103.3% | $6,690+29.5% |
| Admin fee / account holder | $2,525 | $6,204-59.3% | $5,640-55.2% | $13,392-81.1% |