Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $191,160 | $88,778+115.3% | $81,844+133.6% | $145,884+31.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.55% | 1033.03%-1020.5pp | 778.87%-766.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $5,405 | $3,087+75.1% | $2,916+85.3% | $4,662+15.9% |
| Participant deferral / active EE | $9,456 | $4,648+103.4% | $4,323+118.7% | $6,690+41.4% |
| Admin fee / account holder | $17,710 | $8,430+110.1% | $7,355+140.8% | $13,392+32.2% |