Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $182,865 | $100,938+81.2% | $90,461+102.1% | $158,982+15.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.20% | 1727.20%-1707.0pp | 1294.76%-1274.6pp | 302.99%-282.8pp |
| Employer contribution / active EE | $6,000 | $3,691+62.5% | $3,264+83.8% | $4,763+26.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,204 | $6,510-81.5% | $5,617-78.6% | $11,252-89.3% |