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 | $215,593 | $96,419+123.6% | $80,648+167.3% | $139,487+54.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.02% | 1352.86%-1337.8pp | 937.21%-922.2pp | 373.84%-358.8pp |
| Employer contribution / active EE | $5,040 | $3,261+54.6% | $2,724+85.1% | $4,755+6.0% |
| Participant deferral / active EE | $14,060 | $5,225+169.1% | $4,443+216.4% | $6,713+109.5% |
| Admin fee / account holder | $2,430 | $6,605-63.2% | $5,382-54.9% | $11,407-78.7% |