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 | $213,026 | $91,536+132.7% | $130,062+63.8% | $75,177+183.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 15.98% | -631.62%+647.6pp | -137.37%+153.3pp | 160.75%-144.8pp |
| Employer contribution / active EE | $6,025 | $2,845+111.8% | $4,322+39.4% | $2,671+125.6% |
| Participant deferral / active EE | $14,546 | $4,343+234.9% | $5,821+149.9% | $4,126+252.5% |
| Admin fee / account holder | $35,950 | $6,780+430.3% | $10,601+239.1% | $5,651+536.1% |