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 | $227,108 | $85,766+164.8% | $136,298+66.6% | $70,126+223.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 38.70% | 31.46%+7.2pp | 5156.27%-5117.6pp | 73.15%-34.4pp |
| Employer contribution / active EE | $12,704 | $2,966+328.3% | $4,696+170.5% | $2,343+442.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $20,761 | $5,421+283.0% | $9,244+124.6% | $4,645+346.9% |