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 | $217,462 | $102,422+112.3% | $147,117+47.8% | $80,959+168.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.69% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $7,351 | $3,717+97.7% | $4,932+49.0% | $2,757+166.6% |
| Participant deferral / active EE | $9,339 | $6,652+40.4% | $8,065+15.8% | $4,300+117.2% |
| Admin fee / account holder | $1,829 | $7,953-77.0% | $12,993-85.9% | $6,925-73.6% |