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 | $148,504 | $90,397+64.3% | $76,002+95.4% | $145,959+1.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.92% | 621.97%-602.1pp | 360.07%-340.1pp | 561.95%-542.0pp |
| Employer contribution / active EE | $11,199 | $3,317+237.6% | $2,688+316.6% | $4,661+140.3% |
| Participant deferral / active EE | $7,292 | $5,163+41.2% | $4,257+71.3% | $6,689+9.0% |
| Admin fee / account holder | $4,674 | $8,369-44.2% | $6,414-27.1% | $13,398-65.1% |