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 | $110,730 | $52,961+109.1% | $172,752-35.9% | $65,185+69.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 48.34% | 30.12%+18.2pp | 802.97%-754.6pp | 29.38%+19.0pp |
| Employer contribution / active EE | $2,299 | $2,190+5.0% | $5,144-55.3% | $2,177+5.6% |
| Participant deferral / active EE | $5,173 | $2,471+109.3% | $5,198-0.5% | $3,514+47.2% |
| Admin fee / account holder | $1,750 | $472+270.9% | $13,955-87.5% | $847+106.6% |