Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $175,318 | $112,933+55.2% | $90,970+92.7% | $158,982+10.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.78% | 215.82%-205.0pp | 134.60%-123.8pp | 302.99%-292.2pp |
| Employer contribution / active EE | $12,124 | $2,893+319.0% | $2,122+471.4% | $4,763+154.6% |
| Participant deferral / active EE | $4,875 | $4,128+18.1% | $3,373+44.5% | $5,983-18.5% |
| Admin fee / account holder | $913 | $8,047-88.7% | $5,961-84.7% | $11,252-91.9% |