Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $177,643 | $108,897+63.1% | $100,378+77.0% | $145,877+21.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.14% | 58.17%-48.0pp | 49.41%-39.3pp | 551.28%-541.1pp |
| Employer contribution / active EE | $3,525 | $4,420-20.3% | $3,942-10.6% | $4,663-24.4% |
| Participant deferral / active EE | $20,000 | $8,455+136.6% | $8,087+147.3% | $6,691+198.9% |
| Admin fee / account holder | $1,181 | $9,690-87.8% | $7,899-85.1% | $13,402-91.2% |