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 | $241,598 | $102,422+135.9% | $147,117+64.2% | $80,959+198.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.83% | 135.16%-116.3pp | 420.54%-401.7pp | 35.67%-16.8pp |
| Employer contribution / active EE | $52,129 | $3,717+1302.3% | $4,932+956.9% | $2,757+1790.7% |
| Participant deferral / active EE | $4,000 | $6,652-39.9% | $8,065-50.4% | $4,300-7.0% |
| Admin fee / account holder | $20,815 | $7,953+161.7% | $12,993+60.2% | $6,925+200.6% |