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 | $134,837 | $99,995+34.8% | $85,063+58.5% | $145,978-7.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.14% | 83.99%-70.8pp | 66.54%-53.4pp | 550.52%-537.4pp |
| Employer contribution / active EE | $9,849 | $3,231+204.8% | $2,727+261.2% | $4,662+111.3% |
| Participant deferral / active EE | $16,017 | $5,295+202.5% | $4,523+254.1% | $6,690+139.4% |
| Admin fee / account holder | $49,972 | $7,255+588.8% | $6,155+711.9% | $13,400+272.9% |