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 | $214,151 | $100,203+113.7% | $85,240+151.2% | $145,897+46.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.23% | 84.28%-71.0pp | 66.75%-53.5pp | 552.29%-539.1pp |
| Employer contribution / active EE | $7,370 | $3,242+127.4% | $2,735+169.5% | $4,663+58.1% |
| Participant deferral / active EE | $14,165 | $5,299+167.3% | $4,527+212.9% | $6,689+111.8% |
| Admin fee / account holder | $1,542 | $7,265-78.8% | $6,165-75.0% | $13,390-88.5% |