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 | $226,945 | $125,237+81.2% | $105,608+114.9% | $145,877+55.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.35% | 225.76%-209.4pp | 116.50%-100.2pp | 551.28%-534.9pp |
| Employer contribution / active EE | $2,175 | $3,720-41.5% | $3,167-31.3% | $4,663-53.4% |
| Participant deferral / active EE | $6,330 | $5,711+10.8% | $5,010+26.4% | $6,691-5.4% |
| Admin fee / account holder | $23,865 | $17,287+38.0% | $11,028+116.4% | $13,402+78.1% |