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 | $179,250 | $99,031+81.0% | $86,597+107.0% | $147,585+21.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.95% | 1312.56%-1301.6pp | 964.96%-954.0pp | 578.57%-567.6pp |
| Employer contribution / active EE | $1,745 | $3,132-44.3% | $2,840-38.5% | $4,876-64.2% |
| Participant deferral / active EE | $8,685 | $3,972+118.6% | $3,609+140.7% | $5,439+59.7% |
| Admin fee / account holder | $5,681 | $5,711-0.5% | $4,906+15.8% | $10,885-47.8% |