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 | $140,978 | $102,422+37.6% | $147,117-4.2% | $80,959+74.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.37% | 135.16%-122.8pp | 420.54%-408.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $11,243 | $3,717+202.4% | $4,932+127.9% | $2,757+307.8% |
| Participant deferral / active EE | $10,610 | $6,652+59.5% | $8,065+31.6% | $4,300+146.7% |
| Admin fee / account holder | $16,712 | $7,953+110.1% | $12,993+28.6% | $6,925+141.3% |