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 | $133,601 | $107,941+23.8% | $91,994+45.2% | $152,909-12.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.62% | 89.28%-65.7pp | 69.04%-45.4pp | 345.46%-321.8pp |
| Employer contribution / active EE | $25,554 | $4,212+506.8% | $3,453+640.1% | $4,764+436.4% |
| Participant deferral / active EE | $31,747 | $6,366+398.7% | $5,924+435.9% | $5,851+442.6% |
| Admin fee / account holder | $12,000 | $10,521+14.1% | $7,744+55.0% | $11,601+3.4% |