Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $202,025 | $108,897+85.5% | $100,378+101.3% | $145,877+38.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.30% | 58.17%-41.9pp | 49.41%-33.1pp | 551.28%-535.0pp |
| Employer contribution / active EE | $32,363 | $4,420+632.2% | $3,942+721.0% | $4,663+594.0% |
| Participant deferral / active EE | $9,980 | $8,455+18.0% | $8,087+23.4% | $6,691+49.2% |
| Admin fee / account holder | $1,539 | $9,690-84.1% | $7,899-80.5% | $13,402-88.5% |