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 | $158,462 | $105,209+50.6% | $159,495-0.6% | $85,852+84.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 24.77% | 45.08%-20.3pp | 263.72%-239.0pp | 318.66%-293.9pp |
| Employer contribution / active EE | $11,568 | $3,319+248.5% | $4,831+139.4% | $2,566+350.9% |
| Participant deferral / active EE | $14,270 | $5,946+140.0% | $7,354+94.1% | $3,952+261.0% |
| Admin fee / account holder | $17,123 | $6,935+146.9% | $10,804+58.5% | $6,261+173.5% |