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 | $187,159 | $85,766+118.2% | $136,298+37.3% | $70,126+166.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.47% | 31.46%-12.0pp | 5156.27%-5136.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $8,450 | $2,966+184.9% | $4,696+79.9% | $2,343+260.7% |
| Participant deferral / active EE | $8,204 | $5,051+62.4% | $6,247+31.3% | $3,332+146.2% |
| Admin fee / account holder | $5,102 | $5,421-5.9% | $9,244-44.8% | $4,645+9.8% |