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 | $185,364 | $88,754+108.9% | $81,820+126.6% | $145,877+27.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.19% | 1031.77%-1012.6pp | 777.93%-758.7pp | 551.28%-532.1pp |
| Employer contribution / active EE | $6,677 | $3,085+116.4% | $2,915+129.1% | $4,663+43.2% |
| Participant deferral / active EE | $12,564 | $4,648+170.3% | $4,323+190.7% | $6,691+87.8% |
| Admin fee / account holder | $5,669 | $8,424-32.7% | $7,391-23.3% | $13,402-57.7% |