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 | $133,509 | $99,995+33.5% | $85,063+57.0% | $145,978-8.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.23% | 83.99%-68.8pp | 66.54%-51.3pp | 550.52%-535.3pp |
| Employer contribution / active EE | $10,265 | $3,231+217.7% | $2,727+276.4% | $4,662+120.2% |
| Participant deferral / active EE | $11,933 | $5,295+125.4% | $4,523+163.9% | $6,690+78.4% |
| Admin fee / account holder | $1,642 | $7,255-77.4% | $6,155-73.3% | $13,400-87.8% |