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 | $186,067 | $76,519+143.2% | $56,025+232.1% | $145,897+27.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.06% | 3017.03%-3011.0pp | 1712.69%-1706.6pp | 552.29%-546.2pp |
| Employer contribution / active EE | $14,311 | $1,383+934.5% | $1,042+1274.0% | $4,663+206.9% |
| Participant deferral / active EE | $15,850 | $2,624+503.9% | $1,955+710.9% | $6,689+136.9% |
| Admin fee / account holder | $520,393 | $3,331+15523.9% | $2,828+18299.3% | $13,390+3786.3% |