Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $202,728 | $68,586+195.6% | $120,380+68.4% | $80,911+150.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 14.61% | 23.62%-9.0pp | 107.28%-92.7pp | 35.63%-21.0pp |
| Employer contribution / active EE | $9,051 | $2,053+341.0% | $3,465+161.2% | $2,756+228.4% |
| Participant deferral / active EE | $9,315 | $3,174+193.5% | $4,992+86.6% | $4,297+116.8% |
| Admin fee / account holder | $32,447 | $5,733+466.0% | $9,421+244.4% | $6,935+367.9% |