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 | $167,001 | $100,139+66.8% | $85,187+96.0% | $145,884+14.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.41% | 84.15%-67.7pp | 66.67%-50.3pp | 551.85%-535.4pp |
| Employer contribution / active EE | $12,144 | $3,238+275.1% | $2,732+344.5% | $4,662+160.5% |
| Participant deferral / active EE | $8,637 | $5,296+63.1% | $4,525+90.9% | $6,690+29.1% |
| Admin fee / account holder | $350 | $7,262-95.2% | $6,162-94.3% | $13,392-97.4% |