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 | $120,128 | $56,060+114.3% | $76,002+58.1% | $80,874+48.5% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.39% | 20.54%-8.2pp | 360.07%-347.7pp | 35.62%-23.2pp |
| Employer contribution / active EE | $8,323 | $1,873+344.3% | $2,688+209.6% | $2,756+202.0% |
| Participant deferral / active EE | $5,883 | $3,051+92.8% | $4,257+38.2% | $4,297+36.9% |
| Admin fee / account holder | $377 | $5,237-92.8% | $6,414-94.1% | $6,935-94.6% |