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 | $228,185 | $152,612+49.5% | $125,192+82.3% | $152,897+49.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.34% | 54.85%-34.5pp | 43.79%-23.5pp | 345.43%-325.1pp |
| Employer contribution / active EE | $8,275 | $4,947+67.3% | $3,866+114.0% | $4,764+73.7% |
| Participant deferral / active EE | $9,118 | $5,868+55.4% | $4,937+84.7% | $5,851+55.8% |
| Admin fee / account holder | $5,708 | $13,437-57.5% | $9,704-41.2% | $11,599-50.8% |