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 | $234,088 | $72,071+224.8% | $68,368+242.4% | $137,256+70.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.98% | 353.14%-337.2pp | 292.57%-276.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $27,760 | $2,788+895.7% | $2,649+948.0% | $4,156+568.0% |
| Participant deferral / active EE | $6,779 | $4,410+53.7% | $4,123+64.4% | $6,407+5.8% |
| Admin fee / account holder | $2,694 | $5,336-49.5% | $5,150-47.7% | $12,270-78.0% |