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 | $159,861 | $69,252+130.8% | $64,099+149.4% | $139,456+14.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.33% | 45.89%-31.6pp | 33.70%-19.4pp | 373.45%-359.1pp |
| Employer contribution / active EE | $8,159 | $3,184+156.2% | $2,748+196.9% | $4,753+71.7% |
| Participant deferral / active EE | $5,569 | $4,683+18.9% | $3,881+43.5% | $6,711-17.0% |
| Admin fee / account holder | $47,750 | $4,248+1024.2% | $3,070+1455.2% | $11,407+318.6% |